PWM
PBMares 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 | $692K | Sell |
2,244
-35
| -2% | -$10.8K | 0.13% | 88 |
|
|
2025
Q1 | $696K | Sell |
2,279
-13
| -0.6% | -$3.97K | 0.14% | 86 |
|
|
2024
Q4 | $671K | Hold |
2,292
| – | – | 0.14% | 87 |
|
|
2024
Q3 | $634K | Hold |
2,292
| – | – | 0.13% | 90 |
|
|
2024
Q2 | $547K | Sell |
2,292
-107
| -4% | -$25.5K | 0.13% | 98 |
|
|
2024
Q1 | $599K | Sell |
2,399
-69
| -3% | -$17.2K | 0.16% | 91 |
|
|
2023
Q4 | $575K | Buy |
2,468
+7
| +0.3% | +$1.63K | 0.17% | 89 |
|
|
2023
Q3 | $592K | Sell |
2,461
-27
| -1% | -$6.5K | 0.21% | 81 |
|
|
2023
Q2 | $547K | Sell |
2,488
-27
| -1% | -$5.93K | 0.2% | 93 |
|
|
2023
Q1 | $560K | Buy |
2,515
+35
| +1% | +$7.79K | 0.21% | 86 |
|
|
2022
Q4 | $592K | Hold |
2,480
| – | – | 0.24% | 77 |
|
|
2022
Q3 | $561K | Buy |
2,480
+34
| +1% | +$7.69K | 0.24% | 77 |
|
|
2022
Q2 | $514K | Hold |
2,446
| – | – | 0.22% | 87 |
|
|
2022
Q1 | $557K | Buy |
2,446
+75
| +3% | +$17.1K | 0.34% | 80 |
|
|
2021
Q4 | $585K | Hold |
2,371
| – | – | 0.25% | 82 |
|
|
2021
Q3 | $474K | Hold |
2,371
| – | – | 0.23% | 90 |
|
|
2021
Q2 | $471K | Buy |
2,371
+10
| +0.4% | +$1.99K | 0.26% | 86 |
|
|
2021
Q1 | $445K | Buy |
2,361
+34
| +1% | +$6.41K | 0.36% | 82 |
|
|
2020
Q4 | $410K | Hold |
2,327
| – | – | 0.47% | 74 |
|
|
2020
Q3 | $325K | Hold |
2,327
| – | – | 0.48% | 71 |
|
|
2020
Q2 | $346K | Hold |
2,327
| – | – | 0.52% | 69 |
|
|
2020
Q1 | $318K | Sell |
2,327
-30
| -1% | -$4.1K | 0.5% | 70 |
|
|
2019
Q4 | $402K | Buy |
+2,357
| New | +$402K | 0.48% | 69 |
|