BOK Financial Private Wealth’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 | $310K | Hold |
1,000
| – | – | 0.02% | 146 |
|
|
2025
Q1 | $309K | Sell |
1,000
-1,008
| -50% | -$311K | 0.02% | 148 |
|
|
2024
Q4 | $591K | Buy |
2,008
+8
| +0.4% | +$2.35K | 0.04% | 120 |
|
|
2024
Q3 | $556K | Hold |
2,000
| – | – | 0.04% | 127 |
|
|
2024
Q2 | $480K | Hold |
2,000
| – | – | 0.03% | 132 |
|
|
2024
Q1 | $502K | Hold |
2,000
| – | – | 0.04% | 130 |
|
|
2023
Q4 | $469K | Hold |
2,000
| – | – | 0.04% | 127 |
|
|
2023
Q3 | $484K | Hold |
2,000
| – | – | 0.04% | 125 |
|
|
2023
Q2 | $442K | Sell |
2,000
-295
| -13% | -$65.2K | 0.04% | 130 |
|
|
2023
Q1 | $514K | Buy |
2,295
+7
| +0.3% | +$1.57K | 0.04% | 128 |
|
|
2022
Q4 | $549K | Sell |
2,288
-1,712
| -43% | -$411K | 0.05% | 127 |
|
|
2022
Q3 | $909K | Hold |
4,000
| – | – | 0.08% | 106 |
|
|
2022
Q2 | $844K | Sell |
4,000
-1,666
| -29% | -$352K | 0.08% | 112 |
|
|
2022
Q1 | $1.29M | Buy |
5,666
+69
| +1% | +$15.7K | 0.09% | 120 |
|
|
2021
Q4 | $1.38M | Buy |
5,597
+4,193
| +299% | +$1.03M | 0.1% | 116 |
|
|
2021
Q3 | $281K | Buy |
+1,404
| New | +$281K | 0.02% | 200 |
|