Avantax Planning 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 | $1.76M | Sell |
5,697
-308
| -5% | -$95K | 0.06% | 142 |
|
|
2025
Q1 | $1.83M | Sell |
6,005
-9,884
| -62% | -$3.02M | 0.07% | 134 |
|
|
2024
Q4 | $4.65M | Buy |
15,889
+523
| +3% | +$153K | 0.17% | 86 |
|
|
2024
Q3 | $4.25M | Sell |
15,366
-4,571
| -23% | -$1.26M | 0.15% | 87 |
|
|
2024
Q2 | $4.76M | Buy |
19,937
+406
| +2% | +$96.9K | 0.15% | 90 |
|
|
2024
Q1 | $4.88M | Buy |
19,531
+9,003
| +86% | +$2.25M | 0.16% | 87 |
|
|
2023
Q4 | $2.45M | Sell |
10,528
-273
| -3% | -$63.6K | 0.09% | 100 |
|
|
2023
Q3 | $2.6M | Sell |
10,801
-285
| -3% | -$68.6K | 0.11% | 93 |
|
|
2023
Q2 | $2.44M | Buy |
11,086
+206
| +2% | +$45.3K | 0.1% | 95 |
|
|
2023
Q1 | $2.42M | Sell |
10,880
-173
| -2% | -$38.5K | 0.1% | 94 |
|
|
2022
Q4 | $2.64M | Sell |
11,053
-68
| -0.6% | -$16.2K | 0.1% | 92 |
|
|
2022
Q3 | $2.52M | Buy |
11,121
+25
| +0.2% | +$5.65K | 0.11% | 88 |
|
|
2022
Q2 | $2.33M | Buy |
11,096
+867
| +8% | +$182K | 0.1% | 92 |
|
|
2022
Q1 | $2.33M | Buy |
10,229
+6,048
| +145% | +$1.38M | 0.09% | 94 |
|
|
2021
Q4 | $1.03M | Buy |
4,181
+12
| +0.3% | +$2.96K | 0.04% | 156 |
|
|
2021
Q3 | $833K | Sell |
4,169
-60
| -1% | -$12K | 0.04% | 153 |
|
|
2021
Q2 | $840K | Sell |
4,229
-1,801
| -30% | -$358K | 0.04% | 148 |
|
|
2021
Q1 | $1.14M | Sell |
6,030
-1,912
| -24% | -$360K | 0.06% | 125 |
|
|
2020
Q4 | $1.4M | Sell |
7,942
-196
| -2% | -$34.5K | 0.07% | 109 |
|
|
2020
Q3 | $1.14M | Buy |
8,138
+5
| +0.1% | +$697 | 0.06% | 118 |
|
|
2020
Q2 | $1.21M | Buy |
8,133
+1,687
| +26% | +$251K | 0.07% | 114 |
|
|
2020
Q1 | $881K | Buy |
6,446
+1,038
| +19% | +$142K | 0.06% | 112 |
|
|
2019
Q4 | $922K | Sell |
5,408
-44
| -0.8% | -$7.5K | 0.05% | 117 |
|
|
2019
Q3 | $880K | Buy |
5,452
+230
| +4% | +$37.1K | 0.05% | 118 |
|
|
2019
Q2 | $857K | Sell |
5,222
-173
| -3% | -$28.4K | 0.06% | 115 |
|
|
2019
Q1 | $862K | Sell |
5,395
-206
| -4% | -$32.9K | 0.06% | 110 |
|
|
2018
Q4 | $734K | Buy |
5,601
+531
| +10% | +$69.6K | 0.06% | 115 |
|
|
2018
Q3 | $764K | Buy |
5,070
+219
| +5% | +$33K | 0.06% | 102 |
|
|
2018
Q2 | $651K | Sell |
4,851
-39
| -0.8% | -$5.23K | 0.06% | 109 |
|
|
2018
Q1 | $554K | Buy |
4,890
+1,103
| +29% | +$125K | 0.05% | 165 |
|
|
2017
Q4 | $444K | Sell |
3,787
-2,233
| -37% | -$262K | 0.04% | 183 |
|
|
2017
Q3 | $658K | Buy |
6,020
+1,868
| +45% | +$204K | 0.05% | 168 |
|
|
2017
Q2 | $425K | Buy |
4,152
+921
| +29% | +$94.3K | 0.04% | 209 |
|
|
2017
Q1 | $331K | Buy |
3,231
+283
| +10% | +$29K | 0.03% | 228 |
|
|
2016
Q4 | $303K | Buy |
+2,948
| New | +$303K | 0.03% | 225 |
|