OBWP
O'Brien Wealth Partners’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23K | Buy |
+4
| New | +$1.23K | ﹤0.01% | 84 |
|
|
2025
Q1 | – | Sell |
-4
| Closed | -$1.17K | – | 73 |
|
|
2024
Q4 | $1.17K | Buy |
+4
| New | +$1.17K | ﹤0.01% | 67 |
|
|
2024
Q3 | – | Sell |
-3
| Closed | -$716 | – | 67 |
|
|
2024
Q2 | $716 | Sell |
3
-5
| -63% | -$1.19K | ﹤0.01% | 62 |
|
|
2024
Q1 | $2K | Sell |
8
-584
| -99% | -$146K | ﹤0.01% | 64 |
|
|
2023
Q4 | $138K | Buy |
592
+6
| +1% | +$1.4K | 0.04% | 50 |
|
|
2023
Q3 | $141K | Sell |
586
-1
| -0.2% | -$241 | 0.04% | 47 |
|
|
2023
Q2 | $129K | Sell |
587
-7
| -1% | -$1.54K | 0.04% | 48 |
|
|
2023
Q1 | $132K | Sell |
594
-133
| -18% | -$29.6K | 0.04% | 50 |
|
|
2022
Q4 | $174K | Buy |
+727
| New | +$174K | 0.07% | 46 |
|
|
2018
Q4 | – | Sell |
-120
| Closed | -$18K | – | 46 |
|
|
2018
Q3 | $18K | Buy |
+120
| New | +$18K | 0.01% | 106 |
|
|
2018
Q2 | – | Sell |
-120
| Closed | -$14K | – | 96 |
|
|
2018
Q1 | $14K | Buy |
+120
| New | +$14K | 0.01% | 102 |
|