PSIWM
Paradigm Strategies in Wealth Management’s Automatic Data Processing ADP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $232K | Buy |
752
+3
| +0.4% | +$925 | 0.15% | 48 |
|
2025
Q1 | $229K | Buy |
749
+3
| +0.4% | +$917 | 0.15% | 47 |
|
2024
Q4 | $218K | Buy |
746
+2
| +0.3% | +$586 | 0.14% | 47 |
|
2024
Q3 | $206K | Buy |
+744
| New | +$206K | 0.13% | 52 |
|
2021
Q3 | – | Sell |
-709
| Closed | -$141K | – | 54 |
|
2021
Q2 | $141K | Buy |
709
+3
| +0.4% | +$597 | 0.13% | 62 |
|
2021
Q1 | $133K | Buy |
+706
| New | +$133K | 0.13% | 59 |
|