TPWM
Twelve Points 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 | $902K | Hold |
2,926
| – | – | 0.24% | 104 |
|
|
2025
Q1 | $894K | Buy |
2,926
+108
| +4% | +$33K | 0.24% | 98 |
|
|
2024
Q4 | $825K | Buy |
2,818
+11
| +0.4% | +$3.22K | 0.24% | 98 |
|
|
2024
Q3 | $777K | Hold |
2,807
| – | – | 0.24% | 92 |
|
|
2024
Q2 | $670K | Hold |
2,807
| – | – | 0.24% | 96 |
|
|
2024
Q1 | $701K | Sell |
2,807
-1
| -0% | -$250 | 0.26% | 88 |
|
|
2023
Q4 | $654K | Sell |
2,808
-192
| -6% | -$44.7K | 0.31% | 88 |
|
|
2023
Q3 | $722K | Sell |
3,000
-98
| -3% | -$23.6K | 0.36% | 76 |
|
|
2023
Q2 | $681K | Buy |
3,098
+26
| +0.8% | +$5.72K | 0.36% | 79 |
|
|
2023
Q1 | $684K | Sell |
3,072
-228
| -7% | -$50.8K | 0.39% | 74 |
|
|
2022
Q4 | $788K | Buy |
3,300
+300
| +10% | +$71.7K | 0.54% | 56 |
|
|
2022
Q3 | $679K | Hold |
3,000
| – | – | 0.53% | 63 |
|
|
2022
Q2 | $630K | Hold |
3,000
| – | – | 0.49% | 74 |
|
|
2022
Q1 | $683K | Hold |
3,000
| – | – | 0.51% | 73 |
|
|
2021
Q4 | $740K | Buy |
+3,000
| New | +$740K | 0.6% | 52 |
|