WFAG
Wescott Financial Advisory Group’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
1,400
-72
| -5% | -$22.2K | 0.04% | 128 |
|
|
2025
Q1 | $450K | Sell |
1,472
-262
| -15% | -$80.1K | 0.05% | 117 |
|
|
2024
Q4 | $508K | Buy |
1,734
+89
| +5% | +$26.1K | 0.05% | 113 |
|
|
2024
Q3 | $455K | Buy |
1,645
+9
| +0.6% | +$2.49K | 0.05% | 120 |
|
|
2024
Q2 | $390K | Sell |
1,636
-58
| -3% | -$13.8K | 0.05% | 127 |
|
|
2024
Q1 | $423K | Sell |
1,694
-252
| -13% | -$62.9K | 0.05% | 117 |
|
|
2023
Q4 | $453K | Sell |
1,946
-128
| -6% | -$29.8K | 0.06% | 110 |
|
|
2023
Q3 | $499K | Sell |
2,074
-160
| -7% | -$38.5K | 0.09% | 98 |
|
|
2023
Q2 | $491K | Buy |
2,234
+58
| +3% | +$12.7K | 0.09% | 102 |
|
|
2023
Q1 | $484K | Sell |
2,176
-81
| -4% | -$18K | 0.11% | 95 |
|
|
2022
Q4 | $539K | Sell |
2,257
-832
| -27% | -$199K | 0.12% | 88 |
|
|
2022
Q3 | $699K | Buy |
3,089
+56
| +2% | +$12.7K | 0.19% | 68 |
|
|
2022
Q2 | $637K | Buy |
+3,033
| New | +$637K | 0.17% | 69 |
|