BAM
Belpointe Asset Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
5,705
+567
| +11% | +$175K | 0.07% | 225 |
|
|
2025
Q1 | $1.57M | Sell |
5,138
-571
| -10% | -$174K | 0.08% | 230 |
|
|
2024
Q4 | $1.58M | Buy |
5,709
+8
| +0.1% | +$2.21K | 0.09% | 209 |
|
|
2024
Q3 | $1.58M | Buy |
5,701
+291
| +5% | +$80.5K | 0.09% | 214 |
|
|
2024
Q2 | $1.29M | Sell |
5,410
-48
| -0.9% | -$11.5K | 0.09% | 212 |
|
|
2024
Q1 | $1.36M | Buy |
5,458
+1,210
| +28% | +$302K | 0.1% | 192 |
|
|
2023
Q4 | $990K | Buy |
4,248
+975
| +30% | +$227K | 0.09% | 219 |
|
|
2023
Q3 | $787K | Buy |
3,273
+273
| +9% | +$65.7K | 0.08% | 241 |
|
|
2023
Q2 | $659K | Sell |
3,000
-2,528
| -46% | -$556K | 0.07% | 255 |
|
|
2023
Q1 | $1.23M | Buy |
5,528
+482
| +10% | +$107K | 0.07% | 289 |
|
|
2022
Q4 | $1.21M | Buy |
5,046
+55
| +1% | +$13.1K | 0.07% | 276 |
|
|
2022
Q3 | $1.13M | Buy |
4,991
+229
| +5% | +$51.8K | 0.08% | 262 |
|
|
2022
Q2 | $1M | Buy |
4,762
+737
| +18% | +$155K | 0.07% | 294 |
|
|
2022
Q1 | $917K | Buy |
4,025
+520
| +15% | +$118K | 0.06% | 364 |
|
|
2021
Q4 | $865K | Buy |
3,505
+156
| +5% | +$38.5K | 0.05% | 360 |
|
|
2021
Q3 | $670K | Buy |
3,349
+299
| +10% | +$59.8K | 0.05% | 421 |
|
|
2021
Q2 | $606K | Buy |
3,050
+1,254
| +70% | +$249K | 0.04% | 435 |
|
|
2021
Q1 | $339K | Sell |
1,796
-204
| -10% | -$38.5K | 0.03% | 553 |
|
|
2020
Q4 | $353K | Buy |
2,000
+6
| +0.3% | +$1.06K | 0.03% | 505 |
|
|
2020
Q3 | $278K | Buy |
1,994
+102
| +5% | +$14.2K | 0.03% | 462 |
|
|
2020
Q2 | $282K | Sell |
1,892
-77
| -4% | -$11.5K | 0.04% | 419 |
|
|
2020
Q1 | $269K | Sell |
1,969
-645
| -25% | -$88.1K | 0.05% | 367 |
|
|
2019
Q4 | $446K | Buy |
2,614
+297
| +13% | +$50.7K | 0.06% | 343 |
|
|
2019
Q3 | $374K | Sell |
2,317
-139
| -6% | -$22.4K | 0.06% | 345 |
|
|
2019
Q2 | $406K | Buy |
2,456
+581
| +31% | +$96K | 0.08% | 275 |
|
|
2019
Q1 | $299K | Buy |
1,875
+81
| +5% | +$12.9K | 0.06% | 244 |
|
|
2018
Q4 | $235K | Sell |
1,794
-2,056
| -53% | -$269K | 0.06% | 314 |
|
|
2018
Q3 | $580K | Buy |
3,850
+1,593
| +71% | +$240K | 0.09% | 217 |
|
|
2018
Q2 | $303K | Sell |
2,257
-3,754
| -62% | -$504K | 0.08% | 260 |
|
|
2018
Q1 | $682K | Sell |
6,011
-1,032
| -15% | -$117K | 0.2% | 98 |
|
|
2017
Q4 | $825K | Buy |
7,043
+1,689
| +32% | +$198K | 0.18% | 121 |
|
|
2017
Q3 | $585K | Buy |
+5,354
| New | +$585K | 0.14% | 157 |
|