9258 Wealth Management’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $328K | Hold |
1,185
| – | – | 0.05% | 263 |
|
|
2024
Q2 | $283K | Buy |
1,185
+76
| +7% | +$18.1K | 0.04% | 275 |
|
|
2024
Q1 | $277K | Hold |
1,109
| – | – | 0.04% | 277 |
|
|
2023
Q4 | $258K | Hold |
1,109
| – | – | 0.05% | 271 |
|
|
2023
Q3 | $267K | Hold |
1,109
| – | – | 0.05% | 266 |
|
|
2023
Q2 | $244K | Sell |
1,109
-143
| -11% | -$31.4K | 0.05% | 278 |
|
|
2023
Q1 | $279K | Sell |
1,252
-29
| -2% | -$6.46K | 0.06% | 259 |
|
|
2022
Q4 | $306K | Sell |
1,281
-48
| -4% | -$11.5K | 0.07% | 248 |
|
|
2022
Q3 | $301K | Sell |
1,329
-305
| -19% | -$69.1K | 0.08% | 238 |
|
|
2022
Q2 | $343K | Buy |
1,634
+107
| +7% | +$22.5K | 0.09% | 225 |
|
|
2022
Q1 | $347K | Sell |
1,527
-26
| -2% | -$5.91K | 0.08% | 251 |
|
|
2021
Q4 | $383K | Buy |
1,553
+90
| +6% | +$22.2K | 0.09% | 243 |
|
|
2021
Q3 | $292K | Buy |
1,463
+96
| +7% | +$19.2K | 0.08% | 264 |
|
|
2021
Q2 | $272K | Buy |
1,367
+89
| +7% | +$17.7K | 0.07% | 283 |
|
|
2021
Q1 | $241K | Buy |
1,278
+9
| +0.7% | +$1.7K | 0.07% | 275 |
|
|
2020
Q4 | $224K | Buy |
+1,269
| New | +$224K | 0.07% | 271 |
|
|
2020
Q3 | – | Sell |
-1,459
| Closed | -$217K | – | 298 |
|
|
2020
Q2 | $217K | Buy |
1,459
+10
| +0.7% | +$1.49K | 0.09% | 249 |
|
|
2020
Q1 | $206K | Buy |
1,449
+76
| +6% | +$10.8K | 0.09% | 237 |
|
|
2019
Q4 | $234K | Buy |
+1,373
| New | +$234K | 0.09% | 252 |
|