MWPCG
Measured Wealth Private Client Group’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Hold |
1,432
| – | – | 0.13% | 109 |
|
|
2025
Q1 | $438K | Hold |
1,432
| – | – | 0.14% | 100 |
|
|
2024
Q4 | $419K | Hold |
1,432
| – | – | 0.14% | 98 |
|
|
2024
Q3 | $396K | Sell |
1,432
-283
| -17% | -$78.3K | 0.13% | 102 |
|
|
2024
Q2 | $409K | Buy |
1,715
+19
| +1% | +$4.54K | 0.14% | 114 |
|
|
2024
Q1 | $424K | Hold |
1,696
| – | – | 0.15% | 109 |
|
|
2023
Q4 | $395K | Hold |
1,696
| – | – | 0.15% | 110 |
|
|
2023
Q3 | $408K | Buy |
1,696
+5
| +0.3% | +$1.2K | 0.16% | 99 |
|
|
2023
Q2 | $372K | Hold |
1,691
| – | – | 0.14% | 121 |
|
|
2023
Q1 | $376K | Hold |
1,691
| – | – | 0.15% | 111 |
|
|
2022
Q4 | $404K | Hold |
1,691
| – | – | 0.17% | 86 |
|
|
2022
Q3 | $382K | Hold |
1,691
| – | – | 0.17% | 74 |
|
|
2022
Q2 | $355K | Buy |
1,691
+15
| +0.9% | +$3.15K | 0.16% | 97 |
|
|
2022
Q1 | $381K | Hold |
1,676
| – | – | 0.14% | 85 |
|
|
2021
Q4 | $413K | Hold |
1,676
| – | – | 0.15% | 90 |
|
|
2021
Q3 | $335K | Sell |
1,676
-262
| -14% | -$52.4K | 0.13% | 107 |
|
|
2021
Q2 | $385K | Buy |
1,938
+15
| +0.8% | +$2.98K | 0.12% | 108 |
|
|
2021
Q1 | $362K | Hold |
1,923
| – | – | 0.13% | 99 |
|
|
2020
Q4 | $339K | Sell |
1,923
-250
| -12% | -$44.1K | 0.14% | 85 |
|
|
2020
Q3 | $303K | Buy |
+2,173
| New | +$303K | 0.15% | 88 |
|
|
2019
Q2 | – | Sell |
-1,712
| Closed | -$273K | – | 202 |
|
|
2019
Q1 | $273K | Buy |
+1,712
| New | +$273K | 0.17% | 135 |
|
|
2018
Q4 | – | Sell |
-1,320
| Closed | -$198K | – | 109 |
|
|
2018
Q3 | $198K | Buy |
+1,320
| New | +$198K | 0.12% | 151 |
|