B. Riley 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 | $550 | Buy |
2,618
+1,269
| +94% | +$267 | ﹤0.01% | 395 |
|
|
2022
Q1 | $307K | Sell |
1,349
-161
| -11% | -$36.6K | 0.02% | 440 |
|
|
2021
Q4 | $372K | Buy |
1,510
+288
| +24% | +$71K | 0.03% | 412 |
|
|
2021
Q3 | $244K | Buy |
+1,222
| New | +$244K | 0.02% | 505 |
|
|
2020
Q4 | – | Sell |
-1,723
| Closed | -$240K | – | 388 |
|
|
2020
Q3 | $240K | Buy |
+1,723
| New | +$240K | 0.03% | 333 |
|
|
2020
Q2 | – | Sell |
-2,079
| Closed | -$284K | – | 424 |
|
|
2020
Q1 | $284K | Buy |
2,079
+703
| +51% | +$96K | 0.03% | 368 |
|
|
2019
Q4 | $235K | Sell |
1,376
-230
| -14% | -$39.3K | 0.04% | 333 |
|
|
2019
Q3 | $259K | Sell |
1,606
-228
| -12% | -$36.8K | 0.05% | 303 |
|
|
2019
Q2 | $303 | Buy |
1,834
+332
| +22% | +$55 | 0.05% | 280 |
|
|
2019
Q1 | $240K | Buy |
+1,502
| New | +$240K | 0.04% | 314 |
|
|
2018
Q4 | – | Sell |
-1,607
| Closed | -$242K | – | 350 |
|
|
2018
Q3 | $242K | Buy |
+1,607
| New | +$242K | 0.06% | 253 |
|
|
2015
Q3 | – | Sell |
-680
| Closed | -$54K | – | 152 |
|
|
2015
Q2 | $54K | Buy |
680
+3
| +0.4% | +$238 | 0.04% | 387 |
|
|
2015
Q1 | $57K | Buy |
677
+4
| +0.6% | +$337 | 0.04% | 386 |
|
|
2014
Q4 | $56K | Sell |
673
-89
| -12% | -$7.41K | 0.05% | 373 |
|
|
2014
Q3 | $55K | Buy |
762
+5
| +0.7% | +$361 | 0.04% | 389 |
|
|
2014
Q2 | $52K | Buy |
757
+3
| +0.4% | +$206 | 0.03% | 458 |
|
|
2014
Q1 | $51K | Buy |
+754
| New | +$51K | 0.04% | 432 |
|