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MWM
MinichMacGregor Wealth Management’s
Automatic Data Processing
ADP
Stock Holding History
MinichMacGregor Wealth Management’s Portfolio
ADP Stock Details
ADP Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-662
Closed
-$158K
–
106
2022
Q4
$158K
Buy
+662
New
+$163K
0.06%
94
2018
Q4
–
Sell
-631
Closed
-$95K
–
97
2018
Q3
$95K
Sell
631
-37
-6%
-$5.23K
0.06%
86
2018
Q2
$90K
Hold
668
–
–
0.06%
87
2018
Q1
$75K
Sell
668
-15
-2%
-$1.75K
0.06%
84
2017
Q4
$80K
Hold
683
–
–
0.06%
78
2017
Q3
$74K
Sell
683
-3
-0.4%
-$321
0.06%
79
2017
Q2
$70K
Hold
686
–
–
0.06%
77
2017
Q1
$70K
Sell
686
-82
-11%
-$8.36K
0.06%
79
2016
Q4
$78K
Sell
768
-7
-0.9%
-$653
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%
+$1.17K
0.07%
86
2015
Q4
$65K
Buy
+761
New
+$65.5K
0.06%
87
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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