PPWM
PFG 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 | – | Sell |
-46
| Closed | -$14.1K | – | 62 |
|
|
2025
Q1 | $14.1K | Buy |
+46
| New | +$14.1K | 0.01% | 127 |
|
|
2024
Q4 | – | Sell |
-908
| Closed | -$251K | – | 240 |
|
|
2024
Q3 | $251K | Hold |
908
| – | – | 0.15% | 43 |
|
|
2024
Q2 | $217K | Hold |
908
| – | – | 0.13% | 49 |
|
|
2024
Q1 | $227K | Hold |
908
| – | – | 0.14% | 46 |
|
|
2023
Q4 | $212K | Hold |
908
| – | – | 0.14% | 39 |
|
|
2023
Q3 | $218K | Hold |
908
| – | – | 0.16% | 29 |
|
|
2023
Q2 | $200K | Hold |
908
| – | – | 0.12% | 52 |
|
|
2023
Q1 | $202K | Sell |
908
-403
| -31% | -$89.7K | 0.13% | 51 |
|
|
2022
Q4 | $313K | Sell |
1,311
-7
| -0.5% | -$1.67K | 0.19% | 32 |
|
|
2022
Q3 | $298K | Sell |
1,318
-118
| -8% | -$26.7K | 0.2% | 32 |
|
|
2022
Q2 | $302K | Sell |
1,436
-4
| -0.3% | -$841 | 0.17% | 39 |
|
|
2022
Q1 | $328K | Buy |
1,440
+86
| +6% | +$19.6K | 0.17% | 39 |
|
|
2021
Q4 | $334K | Buy |
1,354
+10
| +0.7% | +$2.47K | 0.17% | 52 |
|
|
2021
Q3 | $269K | Buy |
1,344
+102
| +8% | +$20.4K | 0.16% | 52 |
|
|
2021
Q2 | $247K | Buy |
1,242
+128
| +11% | +$25.5K | 0.16% | 52 |
|
|
2021
Q1 | $210K | Buy |
+1,114
| New | +$210K | 0.14% | 55 |
|