Avitas 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
Q4
$2.61M Sell
8,900
-55
-0.6% -$16.1K 0.36% 72
2024
Q3
$2.48M Sell
8,955
-95
-1% -$26.3K 0.35% 75
2024
Q2
$2.16M Sell
9,050
-63
-0.7% -$15K 0.32% 85
2024
Q1
$2.28M Sell
9,113
-79
-0.9% -$19.7K 0.35% 75
2023
Q4
$2.14M Buy
9,192
+134
+1% +$31.2K 0.36% 79
2023
Q3
$2.18M Sell
9,058
-184
-2% -$44.3K 0.41% 70
2023
Q2
$2.03M Sell
9,242
-30
-0.3% -$6.59K 0.37% 80
2023
Q1
$2.06M Sell
9,272
-26
-0.3% -$5.79K 0.4% 70
2022
Q4
$2.22M Buy
9,298
+66
+0.7% +$15.8K 0.47% 66
2022
Q3
$2.09M Buy
9,232
+137
+2% +$31K 0.48% 61
2022
Q2
$1.91M Buy
+9,095
New +$1.91M 0.42% 75