INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Automatic Data Processing, Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$603,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
+7.69%
quarter
Automatic Data Processing, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.87% | 49 shares | 54K | $226.19 | 2.66K |
| Q2 2022 | share | Decrease | -0.27% | -7 shares | -48K | $210.04 | 2.61K |
| Q1 2022 | share | Increase | +0.27% | 7 shares | -48K | $227.54 | 2.62K |
| Q4 2021 | share | Increase | +1.16% | 30 shares | 128K | $245.56 | 2.61K |
| Q3 2021 | share | 0.00% | 0 shares | 3K | $199.92 | 2.58K | |
| Q2 2021 | share | 0.00% | 0 shares | 27K | $197.71 | 2.58K | |
| Q1 2021 | share | Increase | +6.16% | 150 shares | 58K | $186.74 | 2.58K |
| Q4 2020 | share | Increase | +13.99% | 299 shares | 131K | $173.7 | 2.43K |
| Q3 2020 | share | Increase | +25.19% | 430 shares | 44K | $136.77 | 2.13K |
| Q2 2020 | share | Increase | +8.93% | 140 shares | 40K | $144.98 | 1.70K |
| Q1 2020 | share | Decrease | -3.92% | -64 shares | -64K | $132.25 | 1.56K |
| Q4 2019 | share | Increase | +1.56% | 25 shares | 19K | $163.83 | 1.63K |
| Q3 2019 | share | Decrease | -42.68% | -1.19K shares | -204K | $154.27 | 1.60K |
| Q2 2019 | share | Increase | +1.63% | 45 shares | 23K | $157.23 | 2.80K |
| Q1 2019 | share | Decrease | -1.57% | -44 shares | 73K | $151.19 | 2.75K |
| Q4 2018 | share | Increase | 0.00% | 2.80K shares | 367K | $123.45 | 2.80K |
| Q1 2018 | share | Decrease | -100.00% | -2.87K shares | -339K | $105.2 | 0 |
| Q4 2017 | share | Increase | 0.00% | 2.87K shares | 339K | $108.06 | 2.87K |
| Q3 2017 | share | Decrease | -100.00% | -2.8K shares | -285K | $100.26 | 0 |
| Q2 2017 | share | Increase | 0.00% | 2.8K shares | 285K | $93.48 | 2.8K |