PPWM
Paragon Private 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 | $2.15M | Sell |
6,978
-1,289
| -16% | -$398K | 0.86% | 26 |
|
|
2025
Q1 | $2.53M | Sell |
8,267
-1,067
| -11% | -$326K | 1.17% | 19 |
|
|
2024
Q4 | $2.73M | Buy |
9,334
+331
| +4% | +$96.9K | 1.26% | 20 |
|
|
2024
Q3 | $2.49M | Buy |
9,003
+303
| +3% | +$83.9K | 1.23% | 20 |
|
|
2024
Q2 | $2.08M | Sell |
8,700
-206
| -2% | -$49.2K | 1.17% | 24 |
|
|
2024
Q1 | $2.22M | Buy |
8,906
+16
| +0.2% | +$4K | 1.32% | 20 |
|
|
2023
Q4 | $2.07M | Buy |
8,890
+79
| +0.9% | +$18.4K | 1.44% | 16 |
|
|
2023
Q3 | $2.12M | Buy |
8,811
+258
| +3% | +$62.1K | 1.75% | 10 |
|
|
2023
Q2 | $1.88M | Buy |
8,553
+327
| +4% | +$71.9K | 1.5% | 12 |
|
|
2023
Q1 | $1.83M | Buy |
8,226
+2,277
| +38% | +$507K | 1.54% | 11 |
|
|
2022
Q4 | $1.42M | Buy |
5,949
+315
| +6% | +$75.2K | 1.28% | 22 |
|
|
2022
Q3 | $1.34M | Buy |
5,634
+111
| +2% | +$26.4K | 1.3% | 20 |
|
|
2022
Q2 | $1.16M | Buy |
5,523
+64
| +1% | +$13.4K | 1.24% | 27 |
|
|
2022
Q1 | $1.2M | Buy |
5,459
+242
| +5% | +$53.1K | 1.17% | 28 |
|
|
2021
Q4 | $1.29M | Buy |
+5,217
| New | +$1.29M | 1.14% | 29 |
|