Point View Wealth Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $330K | Hold |
1,872
| – | – | 0.13% | 194 |
|
|
2020
Q3 | $261K | Sell |
1,872
-225
| -11% | -$31.4K | 0.12% | 205 |
|
|
2020
Q2 | $312K | Hold |
2,097
| – | – | 0.15% | 184 |
|
|
2020
Q1 | $287K | Hold |
2,097
| – | – | 0.16% | 183 |
|
|
2019
Q4 | $358K | Sell |
2,097
-38
| -2% | -$6.49K | 0.15% | 188 |
|
|
2019
Q3 | $345K | Hold |
2,135
| – | – | 0.16% | 178 |
|
|
2019
Q2 | $353K | Sell |
2,135
-19
| -0.9% | -$3.14K | 0.15% | 178 |
|
|
2019
Q1 | $344K | Sell |
2,154
-14
| -0.6% | -$2.24K | 0.15% | 178 |
|
|
2018
Q4 | $284K | Hold |
2,168
| – | – | 0.14% | 184 |
|
|
2018
Q3 | $327K | Sell |
2,168
-56
| -3% | -$8.45K | 0.15% | 184 |
|
|
2018
Q2 | $298K | Hold |
2,224
| – | – | 0.14% | 191 |
|
|
2018
Q1 | $252K | Buy |
2,224
+118
| +6% | +$13.4K | 0.12% | 203 |
|
|
2017
Q4 | $247K | Hold |
2,106
| – | – | 0.12% | 206 |
|
|
2017
Q3 | $231K | Hold |
2,106
| – | – | 0.11% | 211 |
|
|
2017
Q2 | $216K | Hold |
2,106
| – | – | 0.11% | 216 |
|
|
2017
Q1 | $216K | Sell |
2,106
-50
| -2% | -$5.13K | 0.11% | 215 |
|
|
2016
Q4 | $222K | Buy |
+2,156
| New | +$222K | 0.13% | 196 |
|
|
2015
Q2 | – | Sell |
-2,545
| Closed | -$218K | – | 200 |
|
|
2015
Q1 | $218K | Hold |
2,545
| – | – | 0.17% | 169 |
|
|
2014
Q4 | $212K | Buy |
+2,545
| New | +$212K | 0.16% | 165 |
|