TW
Transform Wealth’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $608K | Hold |
1,981
| – | – | 0.04% | 158 |
|
|
2024
Q4 | $581K | Buy |
+1,981
| New | +$581K | 0.03% | 166 |
|
|
2019
Q1 | – | Sell |
-1,545
| Closed | -$203K | – | 165 |
|
|
2018
Q4 | $203K | Hold |
1,545
| – | – | 0.04% | 171 |
|
|
2018
Q3 | $233K | Sell |
1,545
-540
| -26% | -$81.4K | 0.04% | 177 |
|
|
2018
Q2 | $280K | Sell |
2,085
-2,610
| -56% | -$351K | 0.05% | 188 |
|
|
2018
Q1 | $533K | Sell |
4,695
-447
| -9% | -$50.7K | 0.1% | 169 |
|
|
2017
Q4 | $603K | Buy |
5,142
+2,400
| +88% | +$281K | 0.11% | 176 |
|
|
2017
Q3 | $300K | Sell |
2,742
-6,968
| -72% | -$762K | 0.1% | 180 |
|
|
2017
Q2 | $995K | Buy |
9,710
+1,787
| +23% | +$183K | 1.12% | 35 |
|
|
2017
Q1 | $811K | Sell |
7,923
-110
| -1% | -$11.3K | 0.3% | 116 |
|
|
2016
Q4 | $826K | Buy |
8,033
+440
| +6% | +$45.2K | 0.33% | 104 |
|
|
2016
Q3 | $670K | Buy |
7,593
+147
| +2% | +$13K | 0.29% | 110 |
|
|
2016
Q2 | $684K | Buy |
+7,446
| New | +$684K | 0.29% | 114 |
|