PWMG
Prestige Wealth Management Group’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
5,849
+222
| +4% | +$68.8K | 0.37% | 44 |
|
|
2025
Q1 | $1.73M | Buy |
5,627
+24
| +0.4% | +$7.37K | 0.37% | 42 |
|
|
2024
Q4 | $1.65M | Buy |
5,603
+278
| +5% | +$81.8K | 0.34% | 48 |
|
|
2024
Q3 | $1.48M | Sell |
5,325
-321
| -6% | -$89.3K | 0.31% | 48 |
|
|
2024
Q2 | $1.36M | Buy |
5,646
+65
| +1% | +$15.6K | 0.29% | 48 |
|
|
2024
Q1 | $1.4M | Buy |
5,581
+43
| +0.8% | +$10.8K | 0.3% | 48 |
|
|
2023
Q4 | $1.3M | Sell |
5,538
-145
| -3% | -$34K | 0.29% | 48 |
|
|
2023
Q3 | $1.37M | Sell |
5,683
-103
| -2% | -$24.9K | 0.34% | 47 |
|
|
2023
Q2 | $1.28M | Sell |
5,786
-1,201
| -17% | -$265K | 0.3% | 45 |
|
|
2023
Q1 | $1.56M | Sell |
6,987
-478
| -6% | -$107K | 0.39% | 44 |
|
|
2022
Q4 | $1.79M | Buy |
7,465
+77
| +1% | +$18.5K | 0.47% | 36 |
|
|
2022
Q3 | $1.68M | Buy |
7,388
+70
| +1% | +$15.9K | 0.47% | 36 |
|
|
2022
Q2 | $1.54M | Buy |
7,318
+150
| +2% | +$31.6K | 0.42% | 41 |
|
|
2022
Q1 | $1.63M | Buy |
7,168
+28
| +0.4% | +$6.37K | 0.4% | 39 |
|
|
2021
Q4 | $1.76M | Buy |
7,140
+29
| +0.4% | +$7.15K | 0.42% | 34 |
|
|
2021
Q3 | $1.42M | Buy |
7,111
+796
| +13% | +$159K | 0.36% | 38 |
|
|
2021
Q2 | $1.25M | Sell |
6,315
-170
| -3% | -$33.8K | 0.33% | 37 |
|
|
2021
Q1 | $1.22M | Buy |
6,485
+80
| +1% | +$15.1K | 0.33% | 39 |
|
|
2020
Q4 | $1.13M | Buy |
6,405
+82
| +1% | +$14.4K | 0.31% | 40 |
|
|
2020
Q3 | $882K | Buy |
6,323
+232
| +4% | +$32.4K | 0.27% | 49 |
|
|
2020
Q2 | $907K | Buy |
6,091
+151
| +3% | +$22.5K | 0.32% | 35 |
|
|
2020
Q1 | $812K | Buy |
5,940
+470
| +9% | +$64.2K | 0.34% | 32 |
|
|
2019
Q4 | $933K | Sell |
5,470
-19
| -0.3% | -$3.24K | 0.51% | 35 |
|
|
2019
Q3 | $886K | Buy |
5,489
+19
| +0.3% | +$3.07K | 0.52% | 32 |
|
|
2019
Q2 | $904K | Sell |
5,470
-660
| -11% | -$109K | 0.55% | 29 |
|
|
2019
Q1 | $979K | Sell |
6,130
-187
| -3% | -$29.9K | 0.6% | 30 |
|
|
2018
Q4 | $828K | Buy |
+6,317
| New | +$828K | 0.61% | 35 |
|