MWM
Minot Wealth Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $729K | Buy |
3,472
+51
| +1% | +$10.7K | 0.19% | 92 |
|
|
2022
Q1 | $778K | Buy |
3,421
+349
| +11% | +$79.4K | 0.17% | 98 |
|
|
2021
Q4 | $757K | Buy |
3,072
+27
| +0.9% | +$6.65K | 0.15% | 103 |
|
|
2021
Q3 | $609K | Buy |
3,045
+58
| +2% | +$11.6K | 0.13% | 110 |
|
|
2021
Q2 | $609K | Sell |
2,987
-1,886
| -39% | -$385K | 0.13% | 111 |
|
|
2021
Q1 | $918K | Buy |
4,873
+2,203
| +83% | +$415K | 0.23% | 93 |
|
|
2020
Q4 | $470K | Hold |
2,670
| – | – | 0.14% | 105 |
|
|
2020
Q3 | $372K | Sell |
2,670
-1,333
| -33% | -$186K | 0.14% | 103 |
|
|
2020
Q2 | $596K | Sell |
4,003
-575
| -13% | -$85.6K | 0.3% | 77 |
|
|
2020
Q1 | $626K | Sell |
4,578
-609
| -12% | -$83.3K | 0.45% | 63 |
|
|
2019
Q4 | $925K | Buy |
+5,187
| New | +$925K | 0.42% | 67 |
|