Monterey Private Wealth’s Automatic Data Processing ADP Stock Holding History

Monterey Private Wealth’s Portfolio ADP Stock Details ADP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$255K	Sell
2024 Q4	$250K	Buy
2024 Q3	$230K	Buy
2024 Q2	–	Sell
2024 Q1	$208K	Buy
2023 Q2	–	Sell
2023 Q1	$368K	Sell
2022 Q4	$399K	Buy
2022 Q3	$370K	Buy
2022 Q2	$267K	Buy
2022 Q1	$280K	Buy