Baldwin Wealth 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 | $3.35M | Sell |
10,860
-84
| -0.8% | -$25.9K | 0.23% | 68 |
|
|
2025
Q1 | $3.34M | Sell |
10,944
-1,289
| -11% | -$394K | 0.23% | 66 |
|
|
2024
Q4 | $3.58M | Sell |
12,233
-886
| -7% | -$259K | 0.25% | 68 |
|
|
2024
Q3 | $3.63M | Sell |
13,119
-157
| -1% | -$43.5K | 0.25% | 68 |
|
|
2024
Q2 | $3.17M | Sell |
13,276
-1,100
| -8% | -$263K | 0.25% | 68 |
|
|
2024
Q1 | $3.59M | Sell |
14,376
-295
| -2% | -$73.7K | 0.27% | 67 |
|
|
2023
Q4 | $3.42M | Sell |
14,671
-1,659
| -10% | -$386K | 0.27% | 68 |
|
|
2023
Q3 | $3.93M | Sell |
16,330
-75
| -0.5% | -$18K | 0.34% | 65 |
|
|
2023
Q2 | $3.61M | Hold |
16,405
| – | – | 0.3% | 70 |
|
|
2023
Q1 | $3.65M | Sell |
16,405
-25
| -0.2% | -$5.57K | 0.32% | 68 |
|
|
2022
Q4 | $3.92M | Buy |
16,430
+15,450
| +1,577% | +$3.69M | 0.36% | 70 |
|
|
2022
Q3 | $222K | Hold |
980
| – | – | 0.03% | 161 |
|
|
2022
Q2 | $206K | Sell |
980
-34
| -3% | -$7.15K | 0.03% | 177 |
|
|
2022
Q1 | $231K | Buy |
1,014
+34
| +3% | +$7.75K | 0.02% | 189 |
|
|
2021
Q4 | $242K | Hold |
980
| – | – | 0.02% | 190 |
|
|
2021
Q3 | $196K | Hold |
980
| – | – | 0.02% | 200 |
|
|
2021
Q2 | $195K | Hold |
980
| – | – | 0.02% | 202 |
|
|
2021
Q1 | $185K | Sell |
980
-125
| -11% | -$23.6K | 0.02% | 191 |
|
|
2020
Q4 | $195K | Hold |
1,105
| – | – | 0.02% | 175 |
|
|
2020
Q3 | $154K | Sell |
1,105
-125
| -10% | -$17.4K | 0.02% | 180 |
|
|
2020
Q2 | $183K | Sell |
1,230
-50
| -4% | -$7.44K | 0.03% | 158 |
|
|
2020
Q1 | $175K | Sell |
1,280
-575
| -31% | -$78.6K | 0.03% | 155 |
|
|
2019
Q4 | $316K | Hold |
1,855
| – | – | 0.04% | 142 |
|
|
2019
Q3 | $299K | Hold |
1,855
| – | – | 0.05% | 141 |
|
|
2019
Q2 | $307K | Sell |
1,855
-158
| -8% | -$26.1K | 0.05% | 168 |
|
|
2019
Q1 | $322K | Buy |
2,013
+548
| +37% | +$87.7K | 0.05% | 165 |
|
|
2018
Q4 | $192K | Hold |
1,465
| – | – | 0.03% | 193 |
|
|
2018
Q3 | $221K | Buy |
1,465
+22
| +2% | +$3.32K | 0.03% | 196 |
|
|
2018
Q2 | $194K | Sell |
1,443
-275
| -16% | -$37K | 0.03% | 200 |
|
|
2018
Q1 | $195K | Buy |
1,718
+375
| +28% | +$42.6K | 0.03% | 196 |
|
|
2017
Q4 | $157K | Sell |
1,343
-250
| -16% | -$29.2K | 0.02% | 213 |
|
|
2017
Q3 | $174K | Sell |
1,593
-180
| -10% | -$19.7K | 0.03% | 200 |
|
|
2017
Q2 | $182K | Sell |
1,773
-66
| -4% | -$6.78K | 0.03% | 192 |
|
|
2017
Q1 | $188K | Sell |
1,839
-202
| -10% | -$20.7K | 0.03% | 192 |
|
|
2016
Q4 | $210K | Hold |
2,041
| – | – | 0.04% | 173 |
|
|
2016
Q3 | $180K | Buy |
2,041
+2
| +0.1% | +$176 | 0.03% | 186 |
|
|
2016
Q2 | $187K | Hold |
2,039
| – | – | 0.04% | 168 |
|
|
2016
Q1 | $183K | Buy |
+2,039
| New | +$183K | 0.03% | 203 |
|