TWM
Tolleson 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 | $683K | Hold |
2,205
| – | – | 0.12% | 54 |
|
|
2025
Q1 | $677K | Hold |
2,205
| – | – | 0.13% | 52 |
|
|
2024
Q4 | $649K | Hold |
2,205
| – | – | 0.13% | 56 |
|
|
2024
Q3 | $613K | Hold |
2,205
| – | – | 0.12% | 53 |
|
|
2024
Q2 | $529K | Hold |
2,205
| – | – | 0.1% | 61 |
|
|
2024
Q1 | $554K | Hold |
2,205
| – | – | 0.11% | 60 |
|
|
2023
Q4 | $517K | Hold |
2,205
| – | – | 0.11% | 59 |
|
|
2023
Q3 | $533K | Hold |
2,205
| – | – | 0.13% | 55 |
|
|
2023
Q2 | $487K | Hold |
2,205
| – | – | 0.12% | 62 |
|
|
2023
Q1 | $494K | Hold |
2,205
| – | – | 0.13% | 57 |
|
|
2022
Q4 | $529K | Hold |
2,205
| – | – | 0.14% | 56 |
|
|
2022
Q3 | $501K | Hold |
2,205
| – | – | 0.15% | 54 |
|
|
2022
Q2 | $465K | Hold |
2,205
| – | – | 0.13% | 53 |
|
|
2022
Q1 | $504K | Hold |
2,205
| – | – | 0.15% | 53 |
|
|
2021
Q4 | $546K | Hold |
2,205
| – | – | 0.15% | 52 |
|
|
2021
Q3 | $443K | Sell |
2,205
-245
| -10% | -$49.2K | 0.13% | 49 |
|
|
2021
Q2 | $489K | Hold |
2,450
| – | – | 0.13% | 51 |
|
|
2021
Q1 | $464K | Hold |
2,450
| – | – | 0.14% | 53 |
|
|
2020
Q4 | $434K | Hold |
2,450
| – | – | 0.14% | 46 |
|
|
2020
Q3 | $344K | Hold |
2,450
| – | – | 0.14% | 48 |
|
|
2020
Q2 | $367K | Hold |
2,450
| – | – | 0.16% | 45 |
|
|
2020
Q1 | $337K | Sell |
2,450
-18
| -0.7% | -$2.48K | 0.15% | 45 |
|
|
2019
Q4 | $423K | Buy |
2,468
+18
| +0.7% | +$3.09K | 0.2% | 38 |
|
|
2019
Q3 | $397K | Hold |
2,450
| – | – | 0.22% | 40 |
|
|
2019
Q2 | $407K | Hold |
2,450
| – | – | 0.28% | 31 |
|
|
2019
Q1 | $393K | Hold |
2,450
| – | – | 0.27% | 31 |
|
|
2018
Q4 | $323K | Buy |
+2,450
| New | +$323K | 0.19% | 37 |
|