AIA
Alera Investment Advisors’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $698K | Sell |
2,523
-127
| -5% | -$35.1K | 0.08% | 100 |
|
|
2024
Q2 | $633K | Sell |
2,650
-949
| -26% | -$227K | 0.08% | 102 |
|
|
2024
Q1 | $899K | Buy |
3,599
+1,411
| +64% | +$352K | 0.12% | 72 |
|
|
2023
Q4 | $510K | Buy |
2,188
+502
| +30% | +$117K | 0.07% | 118 |
|
|
2023
Q3 | $406K | Sell |
1,686
-50
| -3% | -$12K | 0.07% | 123 |
|
|
2023
Q2 | $382K | Buy |
1,736
+127
| +8% | +$27.9K | 0.08% | 128 |
|
|
2023
Q1 | $358K | Sell |
1,609
-45
| -3% | -$10K | 0.08% | 136 |
|
|
2022
Q4 | $395K | Sell |
1,654
-64
| -4% | -$15.3K | 0.09% | 124 |
|
|
2022
Q3 | $388K | Sell |
1,718
-21
| -1% | -$4.74K | 0.11% | 122 |
|
|
2022
Q2 | $366K | Sell |
1,739
-116
| -6% | -$24.4K | 0.1% | 131 |
|
|
2022
Q1 | $422K | Buy |
+1,855
| New | +$422K | 0.1% | 129 |
|
|
2019
Q2 | – | Sell |
-294
| Closed | -$47K | – | 91 |
|
|
2019
Q1 | $47K | Sell |
294
-746
| -72% | -$119K | 0.02% | 168 |
|
|
2018
Q4 | $136K | Buy |
+1,040
| New | +$136K | 0.08% | 98 |
|