Barton Investment Management’s Automatic Data Processing ADP Stock Holding History

Barton Investment Management’s Portfolio ADP Stock Details ADP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$432K	Hold	1,400	–	–	0.04%	40
2025 Q1	$428K	Hold	1,400	–	–	0.05%	39
2024 Q4	$410K	Hold	1,400	–	–	0.04%	39
2024 Q3	$387K	Hold	1,400	–	–	0.05%	40
2024 Q2	$334K	Hold	1,400	–	–	0.04%	40
2024 Q1	$350K	Hold	1,400	–	–	0.04%	40
2023 Q4	$326K	Hold	1,400	–	–	0.04%	39
2023 Q3	$337K	Hold	1,400	–	–	0.05%	37
2023 Q2	$308K	Hold	1,400	–	–	0.05%	39
2023 Q1	$312K	Hold	1,400	–	–	0.05%	40
2022 Q4	$334K	Hold	1,400	–	–	0.07%	40
2022 Q3	$317K	Hold	1,400	–	–	0.06%	39
2022 Q2	$294K	Hold	1,400	–	–	0.06%	41
2022 Q1	$319K	Hold	1,400	–	–	0.04%	41
2021 Q4	$345K	Hold	1,400	–	–	0.03%	40
2021 Q3	$280K	Hold	1,400	–	–	0.02%	40
2021 Q2	$278K	Hold	1,400	–	–	0.02%	41
2021 Q1	$264K	Hold	1,400	–	–	0.02%	38
2020 Q4	$247K	Buy	+1,400	New	+$247K	0.02%	40
2020 Q3	–	Sell	-2,800	Closed	-$417K	–	42
2020 Q2	$417K	Hold	2,800	–	–	0.04%	34
2020 Q1	$383K	Hold	2,800	–	–	0.06%	34
2019 Q4	$477K	Hold	2,800	–	–	0.07%	36
2019 Q3	$452K	Hold	2,800	–	–	0.08%	34
2019 Q2	$463K	Sell	2,800 -1,200	-30%	-$198K	0.07%	34
2019 Q1	$639K	Hold	4,000	–	–	0.11%	29
2018 Q4	$524K	Hold	4,000	–	–	0.1%	31
2018 Q3	$602K	Hold	4,000	–	–	0.09%	30
2018 Q2	$536K	Hold	4,000	–	–	0.09%	31
2018 Q1	$454K	Hold	4,000	–	–	0.08%	33
2017 Q4	$469K	Hold	4,000	–	–	0.1%	36
2017 Q3	$437K	Hold	4,000	–	–	0.1%	35
2017 Q2	$410K	Hold	4,000	–	–	0.11%	36
2017 Q1	$409K	Hold	4,000	–	–	0.12%	37
2016 Q4	$411K	Sell	4,000 -1,200	-23%	-$123K	0.14%	34
2016 Q3	$458K	Hold	5,200	–	–	0.15%	29
2016 Q2	$477K	Hold	5,200	–	–	0.17%	28
2016 Q1	$466K	Hold	5,200	–	–	0.13%	37
2015 Q4	$441K	Hold	5,200	–	–	0.14%	34
2015 Q3	$417K	Hold	5,200	–	–	0.15%	36
2015 Q2	$417K	Sell	5,200 -600	-10%	-$48.1K	0.15%	38
2015 Q1	$497K	Hold	5,800	–	–	0.18%	34
2014 Q4	$484K	Sell	5,800 -806	-12%	-$67.3K	0.19%	35
2014 Q3	$482K	Hold	6,606	–	–	0.18%	35
2014 Q2	$460K	Hold	6,606	–	–	0.18%	35
2014 Q1	$448K	Hold	6,606	–	–	0.18%	37
2013 Q4	$469K	Hold	6,606	–	–	0.19%	36
2013 Q3	$420K	Hold	6,606	–	–	0.19%	37
2013 Q2	$399K	Buy	+6,606	New	+$399K	0.21%	38