BFA
Brendel Financial Advisors’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Buy |
12,049
+10,919
| +966% | +$3.37M | 2.08% | 13 |
|
|
2025
Q1 | $345K | Hold |
1,130
| – | – | 0.21% | 73 |
|
|
2024
Q4 | $331K | Hold |
1,130
| – | – | 0.2% | 72 |
|
|
2024
Q3 | $313K | Hold |
1,130
| – | – | 0.18% | 77 |
|
|
2024
Q2 | $270K | Hold |
1,130
| – | – | 0.17% | 76 |
|
|
2024
Q1 | $282K | Hold |
1,130
| – | – | 0.32% | 50 |
|
|
2023
Q4 | $263K | Buy |
+1,130
| New | +$263K | 0.17% | 78 |
|
|
2023
Q2 | – | Sell |
-1,130
| Closed | -$252K | – | 47 |
|
|
2023
Q1 | $252K | Buy |
+1,130
| New | +$252K | 0.19% | 74 |
|
|
2022
Q3 | – | Sell |
-1,876
| Closed | -$394K | – | 42 |
|
|
2022
Q2 | $394K | Hold |
1,876
| – | – | 0.34% | 67 |
|
|
2022
Q1 | $427K | Hold |
1,876
| – | – | 0.23% | 77 |
|
|
2021
Q4 | $463K | Buy |
+1,876
| New | +$463K | 0.24% | 73 |
|
|
2021
Q3 | – | Sell |
-1,998
| Closed | -$397K | – | 62 |
|
|
2021
Q2 | $397K | Sell |
1,998
-120
| -6% | -$23.8K | 0.22% | 81 |
|
|
2021
Q1 | $399K | Sell |
2,118
-18,429
| -90% | -$3.47M | 0.27% | 68 |
|
|
2020
Q4 | $3.62M | Buy |
+20,547
| New | +$3.62M | 2.46% | 11 |
|
|
2019
Q3 | – | Sell |
-12,789
| Closed | -$2.11M | – | 80 |
|
|
2019
Q2 | $2.11M | Buy |
+12,789
| New | +$2.11M | 2.05% | 19 |
|