MWM
MinichMacGregor Wealth Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-662
| Closed | -$158K | – | 106 |
|
|
2022
Q4 | $158K | Buy |
+662
| New | +$158K | 0.06% | 94 |
|
|
2018
Q4 | – | Sell |
-631
| Closed | -$95K | – | 97 |
|
|
2018
Q3 | $95K | Sell |
631
-37
| -6% | -$5.57K | 0.06% | 86 |
|
|
2018
Q2 | $90K | Hold |
668
| – | – | 0.06% | 87 |
|
|
2018
Q1 | $75K | Sell |
668
-15
| -2% | -$1.68K | 0.06% | 84 |
|
|
2017
Q4 | $80K | Hold |
683
| – | – | 0.06% | 78 |
|
|
2017
Q3 | $74K | Sell |
683
-3
| -0.4% | -$325 | 0.06% | 79 |
|
|
2017
Q2 | $70K | Hold |
686
| – | – | 0.06% | 77 |
|
|
2017
Q1 | $70K | Sell |
686
-82
| -11% | -$8.37K | 0.06% | 79 |
|
|
2016
Q4 | $78K | Sell |
768
-7
| -0.9% | -$711 | 0.07% | 77 |
|
|
2016
Q3 | $68K | Hold |
775
| – | – | 0.06% | 87 |
|
|
2016
Q2 | $71K | Hold |
775
| – | – | 0.07% | 83 |
|
|
2016
Q1 | $69K | Buy |
775
+14
| +2% | +$1.25K | 0.07% | 86 |
|
|
2015
Q4 | $65K | Buy |
+761
| New | +$65K | 0.06% | 87 |
|