AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.2M | Buy |
16,861
+2,338
| +16% | +$721K | 0.04% | 343 |
|
|
2025
Q1 | $4.44M | Buy |
14,523
+2,408
| +20% | +$736K | 0.04% | 361 |
|
|
2024
Q4 | $3.55M | Buy |
12,115
+1,718
| +17% | +$503K | 0.03% | 408 |
|
|
2024
Q3 | $2.88M | Buy |
10,397
+939
| +10% | +$260K | 0.03% | 441 |
|
|
2024
Q2 | $2.26M | Buy |
9,458
+2,096
| +28% | +$500K | 0.02% | 487 |
|
|
2024
Q1 | $1.84M | Sell |
7,362
-27,240
| -79% | -$6.8M | 0.02% | 512 |
|
|
2023
Q4 | $8.17M | Sell |
34,602
-856
| -2% | -$202K | 0.04% | 453 |
|
|
2023
Q3 | $8.53M | Buy |
35,458
+389
| +1% | +$93.6K | 0.05% | 417 |
|
|
2023
Q2 | $7.71M | Buy |
35,069
+15,292
| +77% | +$3.36M | 0.05% | 429 |
|
|
2023
Q1 | $4.4M | Buy |
19,777
+1,117
| +6% | +$249K | 0.03% | 537 |
|
|
2022
Q4 | $4.46M | Buy |
18,660
+172
| +0.9% | +$41.1K | 0.03% | 503 |
|
|
2022
Q3 | $4.18M | Sell |
18,488
-1,308
| -7% | -$296K | 0.03% | 472 |
|
|
2022
Q2 | $4.16M | Buy |
19,796
+2,736
| +16% | +$575K | 0.03% | 440 |
|
|
2022
Q1 | $3.88M | Buy |
17,060
+444
| +3% | +$101K | 0.03% | 517 |
|
|
2021
Q4 | $4.1M | Sell |
16,616
-29,094
| -64% | -$7.17M | 0.03% | 471 |
|
|
2021
Q3 | $9.14M | Buy |
45,710
+3,622
| +9% | +$724K | 0.08% | 251 |
|
|
2021
Q2 | $8.36M | Buy |
42,088
+4,329
| +11% | +$860K | 0.07% | 250 |
|
|
2021
Q1 | $7.12M | Buy |
37,759
+2,209
| +6% | +$416K | 0.07% | 266 |
|
|
2020
Q4 | $6.26M | Buy |
35,550
+4,004
| +13% | +$706K | 0.07% | 242 |
|
|
2020
Q3 | $4.4M | Buy |
31,546
+3,219
| +11% | +$449K | 0.06% | 253 |
|
|
2020
Q2 | $4.22M | Buy |
28,327
+15,634
| +123% | +$2.33M | 0.07% | 251 |
|
|
2020
Q1 | $1.74M | Buy |
12,693
+2,191
| +21% | +$299K | 0.04% | 335 |
|
|
2019
Q4 | $1.79M | Buy |
10,502
+2,264
| +27% | +$386K | 0.04% | 367 |
|
|
2019
Q3 | $1.33M | Buy |
8,238
+470
| +6% | +$75.9K | 0.04% | 367 |
|
|
2019
Q2 | $1.28M | Buy |
7,768
+2,874
| +59% | +$475K | 0.04% | 337 |
|
|
2019
Q1 | $782K | Buy |
4,894
+1,652
| +51% | +$264K | 0.05% | 249 |
|
|
2018
Q4 | $425K | Buy |
3,242
+282
| +10% | +$37K | 0.07% | 281 |
|
|
2018
Q3 | $446K | Sell |
2,960
-263
| -8% | -$39.6K | 0.02% | 348 |
|
|
2018
Q2 | $432K | Sell |
3,223
-254
| -7% | -$34K | 0.03% | 277 |
|
|
2018
Q1 | $395K | Buy |
3,477
+106
| +3% | +$12K | 0.03% | 283 |
|
|
2017
Q4 | $395K | Buy |
3,371
+390
| +13% | +$45.7K | 0.03% | 266 |
|
|
2017
Q3 | $326K | Buy |
2,981
+595
| +25% | +$65.1K | 0.03% | 293 |
|
|
2017
Q2 | $244K | Buy |
+2,386
| New | +$244K | 0.03% | 326 |
|