MWM
MGB Wealth Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
3,321
-249
| -7% | -$76.6K | 0.34% | 69 |
|
|
2025
Q1 | $1.09M | Sell |
3,570
-3
| -0.1% | -$913 | 0.39% | 65 |
|
|
2024
Q4 | $1.05M | Buy |
3,573
+98
| +3% | +$28.7K | 0.32% | 65 |
|
|
2024
Q3 | $958K | Hold |
3,475
| – | – | 0.35% | 71 |
|
|
2024
Q2 | $825K | Hold |
3,475
| – | – | 0.31% | 77 |
|
|
2024
Q1 | $868K | Hold |
3,475
| – | – | 0.35% | 70 |
|
|
2023
Q4 | $810K | Buy |
+3,475
| New | +$810K | 0.41% | 68 |
|