PWMAG
Pinnacle Wealth Management Advisory Group’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Buy |
11,056
+381
| +4% | +$118K | 0.28% | 72 |
|
|
2025
Q1 | $3.26M | Sell |
10,675
-1,087
| -9% | -$332K | 0.3% | 72 |
|
|
2024
Q4 | $3.44M | Buy |
11,762
+6,966
| +145% | +$2.04M | 0.32% | 69 |
|
|
2024
Q3 | $1.33M | Sell |
4,796
-53
| -1% | -$14.7K | 0.13% | 112 |
|
|
2024
Q2 | $1.16M | Buy |
4,849
+20
| +0.4% | +$4.77K | 0.12% | 124 |
|
|
2024
Q1 | $1.21M | Sell |
4,829
-40
| -0.8% | -$9.99K | 0.13% | 115 |
|
|
2023
Q4 | $1.13M | Sell |
4,869
-97
| -2% | -$22.6K | 0.13% | 113 |
|
|
2023
Q3 | $1.19M | Buy |
4,966
+314
| +7% | +$75.5K | 0.15% | 100 |
|
|
2023
Q2 | $1.02M | Sell |
4,652
-606
| -12% | -$133K | 0.13% | 115 |
|
|
2023
Q1 | $1.17M | Sell |
5,258
-125
| -2% | -$27.8K | 0.16% | 107 |
|
|
2022
Q4 | $1.29M | Buy |
5,383
+136
| +3% | +$32.5K | 0.19% | 100 |
|
|
2022
Q3 | $1.19M | Buy |
5,247
+643
| +14% | +$145K | 0.2% | 91 |
|
|
2022
Q2 | $967K | Buy |
4,604
+433
| +10% | +$90.9K | 0.16% | 110 |
|
|
2022
Q1 | $949K | Hold |
4,171
| – | – | 0.14% | 122 |
|
|
2021
Q4 | $1.03M | Buy |
4,171
+2,947
| +241% | +$726K | 0.17% | 116 |
|
|
2021
Q3 | $245K | Hold |
1,224
| – | – | 0.06% | 194 |
|
|
2021
Q2 | $243K | Hold |
1,224
| – | – | 0.06% | 195 |
|
|
2021
Q1 | $231K | Sell |
1,224
-527
| -30% | -$99.5K | 0.06% | 174 |
|
|
2020
Q4 | $309K | Buy |
1,751
+92
| +6% | +$16.2K | 0.09% | 144 |
|
|
2020
Q3 | $231K | Buy |
1,659
+209
| +14% | +$29.1K | 0.08% | 160 |
|
|
2020
Q2 | $216K | Sell |
1,450
-45
| -3% | -$6.7K | 0.08% | 167 |
|
|
2020
Q1 | $204K | Buy |
1,495
+45
| +3% | +$6.14K | 0.1% | 149 |
|
|
2019
Q4 | $247K | Hold |
1,450
| – | – | 0.09% | 161 |
|
|
2019
Q3 | $234K | Hold |
1,450
| – | – | 0.1% | 158 |
|
|
2019
Q2 | $240K | Hold |
1,450
| – | – | 0.1% | 163 |
|
|
2019
Q1 | $232K | Buy |
+1,450
| New | +$232K | 0.1% | 161 |
|
|
2018
Q4 | – | Sell |
-1,450
| Closed | -$218K | – | 161 |
|
|
2018
Q3 | $218K | Buy |
+1,450
| New | +$218K | 0.11% | 143 |
|