WWM
WT Wealth Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,456
| Closed | -$1.2M | – | 106 |
|
|
2023
Q2 | $1.2M | Buy |
5,456
+2
| +0% | +$441 | 0.5% | 56 |
|
|
2023
Q1 | $1.22M | Sell |
5,454
-485
| -8% | -$108K | 0.53% | 58 |
|
|
2022
Q4 | $1.42M | Sell |
5,939
-360
| -6% | -$86.3K | 0.69% | 42 |
|
|
2022
Q3 | $1.43M | Sell |
6,299
-574
| -8% | -$130K | 0.72% | 39 |
|
|
2022
Q2 | $1.45M | Sell |
6,873
-917
| -12% | -$193K | 0.71% | 38 |
|
|
2022
Q1 | $1.78M | Buy |
7,790
+106
| +1% | +$24.2K | 0.68% | 45 |
|
|
2021
Q4 | $1.9M | Sell |
7,684
-177
| -2% | -$43.7K | 0.7% | 46 |
|
|
2021
Q3 | $1.58M | Buy |
7,861
+1,102
| +16% | +$221K | 0.61% | 51 |
|
|
2021
Q2 | $1.35M | Buy |
6,759
+1,362
| +25% | +$271K | 0.54% | 58 |
|
|
2021
Q1 | $1.02M | Buy |
+5,397
| New | +$1.02M | 0.47% | 63 |
|
|
2020
Q3 | – | Sell |
-2,645
| Closed | -$393K | – | 106 |
|
|
2020
Q2 | $393K | Buy |
+2,645
| New | +$393K | 0.32% | 61 |
|