Avaii 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
Q1 | – | Sell |
-1,054
| Closed | -$246K | – | 137 |
|
|
2023
Q4 | $246K | Sell |
1,054
-5
| -0.5% | -$1.17K | 0.16% | 123 |
|
|
2023
Q3 | $255K | Sell |
1,059
-9
| -0.8% | -$2.17K | 0.19% | 110 |
|
|
2023
Q2 | $235K | Sell |
1,068
-14
| -1% | -$3.08K | 0.18% | 126 |
|
|
2023
Q1 | $241K | Sell |
1,082
-21
| -2% | -$4.68K | 0.21% | 114 |
|
|
2022
Q4 | $264K | Sell |
1,103
-39
| -3% | -$9.32K | 0.24% | 101 |
|
|
2022
Q3 | $258K | Buy |
1,142
+1
| +0.1% | +$226 | 0.27% | 86 |
|
|
2022
Q2 | $239K | Buy |
1,141
+116
| +11% | +$24.3K | 0.26% | 88 |
|
|
2022
Q1 | $233K | Buy |
1,025
+4
| +0.4% | +$909 | 0.22% | 88 |
|
|
2021
Q4 | $252K | Buy |
+1,021
| New | +$252K | 0.25% | 81 |
|