Altium 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
2022
Q2
$3.32M Buy
15,799
+922
+6% +$194K 0.24% 53
2022
Q1
$3.39M Buy
14,877
+194
+1% +$44.1K 0.22% 55
2021
Q4
$3.62M Buy
14,683
+508
+4% +$125K 0.23% 53
2021
Q3
$2.83M Buy
14,175
+200
+1% +$40K 0.2% 57
2021
Q2
$2.78M Buy
13,975
+354
+3% +$70.3K 0.2% 56
2021
Q1
$2.57M Sell
13,621
-841
-6% -$158K 0.21% 58
2020
Q4
$2.55M Buy
14,462
+375
+3% +$66.1K 0.23% 49
2020
Q3
$1.97M Sell
14,087
-391
-3% -$54.5K 0.2% 58
2020
Q2
$2.16M Sell
14,478
-265
-2% -$39.5K 0.24% 49
2020
Q1
$2.02M Sell
14,743
-2,444
-14% -$334K 0.28% 45
2019
Q4
$2.93M Sell
17,187
-341
-2% -$58.1K 0.35% 34
2019
Q3
$2.83M Sell
17,528
-1,811
-9% -$292K 0.38% 32
2019
Q2
$3.2M Sell
19,339
-213
-1% -$35.2K 0.46% 26
2019
Q1
$3.12M Sell
19,552
-158
-0.8% -$25.2K 0.5% 25
2018
Q4
$2.58M Sell
19,710
-1,403
-7% -$184K 0.49% 27
2018
Q3
$3.18M Sell
21,113
-97
-0.5% -$14.6K 0.61% 26
2018
Q2
$2.85M Buy
+21,210
New +$2.85M 0.76% 24