Berman Capital Advisors’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $776K | Buy |
3,887
+328
| +9% | +$65.5K | 0.12% | 93 |
|
|
2021
Q2 | $706K | Buy |
3,559
+221
| +7% | +$43.8K | 0.11% | 92 |
|
|
2021
Q1 | $628K | Buy |
3,338
+98
| +3% | +$18.4K | 0.13% | 84 |
|
|
2020
Q4 | $570K | Buy |
3,240
+315
| +11% | +$55.4K | 0.14% | 78 |
|
|
2020
Q3 | $407K | Sell |
2,925
-110
| -4% | -$15.3K | 0.12% | 80 |
|
|
2020
Q2 | $451K | Sell |
3,035
-3
| -0.1% | -$446 | 0.12% | 73 |
|
|
2020
Q1 | $414K | Buy |
3,038
+185
| +6% | +$25.2K | 0.13% | 71 |
|
|
2019
Q4 | $486K | Buy |
2,853
+1
| +0% | +$170 | 0.14% | 67 |
|
|
2019
Q3 | $459K | Sell |
2,852
-1
| -0% | -$161 | 0.14% | 72 |
|
|
2019
Q2 | $471K | Buy |
2,853
+73
| +3% | +$12.1K | 0.15% | 66 |
|
|
2019
Q1 | $443K | Buy |
2,780
+67
| +2% | +$10.7K | 0.15% | 70 |
|
|
2018
Q4 | $355K | Buy |
2,713
+411
| +18% | +$53.8K | 0.14% | 67 |
|
|
2018
Q3 | $346K | Hold |
2,302
| – | – | 0.15% | 71 |
|
|
2018
Q2 | $309K | Buy |
2,302
+46
| +2% | +$6.18K | 0.11% | 82 |
|
|
2018
Q1 | $256K | Buy |
2,256
+219
| +11% | +$24.9K | 0.1% | 88 |
|
|
2017
Q4 | $239K | Buy |
+2,037
| New | +$239K | 0.08% | 90 |
|