WEPOG
Wealth Enhancement & Preservation of GA’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $721K | Buy |
3,282
+362
| +12% | +$79.6K | 0.69% | 27 |
|
|
2023
Q1 | $650K | Buy |
2,920
+477
| +20% | +$106K | 0.78% | 32 |
|
|
2022
Q4 | $584K | Buy |
2,443
+564
| +30% | +$135K | 0.95% | 34 |
|
|
2022
Q3 | $425K | Sell |
1,879
-3,292
| -64% | -$745K | 0.68% | 33 |
|
|
2022
Q2 | $1.11M | Sell |
5,171
-1,003
| -16% | -$215K | 1.17% | 29 |
|
|
2022
Q1 | $1.41M | Buy |
6,174
+197
| +3% | +$44.8K | 1.08% | 26 |
|
|
2021
Q4 | $1.47M | Buy |
5,977
+50
| +0.8% | +$12.3K | 0.99% | 21 |
|
|
2021
Q3 | $1.19M | Buy |
5,927
+85
| +1% | +$17K | 0.91% | 30 |
|
|
2021
Q2 | $1.16M | Buy |
5,842
+195
| +3% | +$38.7K | 0.85% | 28 |
|
|
2021
Q1 | $1.08M | Buy |
5,647
+56
| +1% | +$10.8K | 0.83% | 28 |
|
|
2020
Q4 | $985K | Buy |
5,591
+813
| +17% | +$143K | 0.85% | 26 |
|
|
2020
Q3 | $660K | Buy |
4,778
+1,428
| +43% | +$197K | 0.68% | 37 |
|
|
2020
Q2 | $471K | Sell |
3,350
-1,540
| -31% | -$217K | 0.58% | 36 |
|
|
2020
Q1 | $653K | Sell |
4,890
-4,893
| -50% | -$653K | 0.62% | 30 |
|
|
2019
Q4 | $1.68M | Buy |
+9,783
| New | +$1.68M | 0.86% | 24 |
|