Accretive Wealth Partners’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Buy |
8,509
+47
| +0.6% | +$14.5K | 0.86% | 36 |
|
|
2025
Q1 | $2.57M | Buy |
8,462
+432
| +5% | +$131K | 0.91% | 33 |
|
|
2024
Q4 | $2.35M | Sell |
8,030
-67
| -0.8% | -$19.6K | 1% | 28 |
|
|
2024
Q3 | $2.24M | Sell |
8,097
-125
| -2% | -$34.6K | 0.94% | 34 |
|
|
2024
Q2 | $1.96M | Buy |
8,222
+31
| +0.4% | +$7.4K | 0.82% | 36 |
|
|
2024
Q1 | $1.98M | Sell |
8,191
-32
| -0.4% | -$7.74K | 0.88% | 33 |
|
|
2023
Q4 | $1.92M | Sell |
8,223
-32
| -0.4% | -$7.46K | 0.92% | 32 |
|
|
2023
Q3 | $1.99M | Buy |
8,255
+70
| +0.9% | +$16.8K | 1.18% | 18 |
|
|
2023
Q2 | $1.8M | Sell |
8,185
-176
| -2% | -$38.7K | 1.07% | 24 |
|
|
2023
Q1 | $1.86M | Buy |
8,361
+95
| +1% | +$21.2K | 1.19% | 18 |
|
|
2022
Q4 | $1.97M | Sell |
8,266
-21
| -0.3% | -$5.02K | 1.36% | 16 |
|
|
2022
Q3 | $1.87M | Sell |
8,287
-62
| -0.7% | -$14K | 1.43% | 15 |
|
|
2022
Q2 | $1.75M | Buy |
8,349
+25
| +0.3% | +$5.25K | 1.27% | 20 |
|
|
2022
Q1 | $1.89M | Buy |
8,324
+118
| +1% | +$26.8K | 1.19% | 19 |
|
|
2021
Q4 | $2.02M | Sell |
8,206
-3,513
| -30% | -$866K | 1.29% | 16 |
|
|
2021
Q3 | $2.34M | Buy |
11,719
+135
| +1% | +$27K | 1.65% | 13 |
|
|
2021
Q2 | $2.3M | Buy |
11,584
+5,457
| +89% | +$1.08M | 1.66% | 12 |
|
|
2021
Q1 | $1.16M | Buy |
6,127
+354
| +6% | +$66.7K | 1.04% | 28 |
|
|
2020
Q4 | $1.02M | Buy |
+5,773
| New | +$1.02M | 1% | 27 |
|