XWM
Xcel 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 | $249K | Sell |
809
-291
| -26% | -$89.7K | 0.07% | 125 |
|
|
2025
Q1 | $336K | Hold |
1,100
| – | – | 0.1% | 107 |
|
|
2024
Q4 | $322K | Hold |
1,100
| – | – | 0.09% | 109 |
|
|
2024
Q3 | $304K | Hold |
1,100
| – | – | 0.09% | 108 |
|
|
2024
Q2 | $263K | Sell |
1,100
-400
| -27% | -$95.5K | 0.08% | 114 |
|
|
2024
Q1 | $375K | Sell |
1,500
-37
| -2% | -$9.24K | 0.12% | 91 |
|
|
2023
Q4 | $358K | Hold |
1,537
| – | – | 0.13% | 89 |
|
|
2023
Q3 | $370K | Hold |
1,537
| – | – | 0.15% | 85 |
|
|
2023
Q2 | $338K | Hold |
1,537
| – | – | 0.11% | 107 |
|
|
2023
Q1 | $342K | Hold |
1,537
| – | – | 0.12% | 105 |
|
|
2022
Q4 | $367K | Sell |
1,537
-1
| -0.1% | -$239 | 0.14% | 92 |
|
|
2022
Q3 | $348K | Hold |
1,538
| – | – | 0.13% | 96 |
|
|
2022
Q2 | $323K | Buy |
1,538
+1
| +0.1% | +$210 | 0.12% | 99 |
|
|
2022
Q1 | $350K | Sell |
1,537
-1
| -0.1% | -$228 | 0.1% | 114 |
|
|
2021
Q4 | $379K | Buy |
1,538
+1
| +0.1% | +$246 | 0.1% | 118 |
|
|
2021
Q3 | $307K | Hold |
1,537
| – | – | 0.09% | 120 |
|
|
2021
Q2 | $305K | Hold |
1,537
| – | – | 0.09% | 120 |
|
|
2021
Q1 | $290K | Hold |
1,537
| – | – | 0.1% | 112 |
|
|
2020
Q4 | $270K | Hold |
1,537
| – | – | 0.12% | 107 |
|
|
2020
Q3 | $214K | Hold |
1,537
| – | – | 0.11% | 101 |
|
|
2020
Q2 | $228K | Buy |
+1,537
| New | +$228K | 0.14% | 90 |
|