Briaud Financial Planning’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 | $123K | Hold |
400
| – | – | 0.05% | 58 |
|
|
2025
Q1 | $122K | Hold |
400
| – | – | 0.05% | 49 |
|
|
2024
Q4 | $117K | Hold |
400
| – | – | 0.05% | 43 |
|
|
2024
Q3 | $110K | Hold |
400
| – | – | 0.06% | 36 |
|
|
2024
Q2 | $95K | Hold |
400
| – | – | 0.05% | 38 |
|
|
2024
Q1 | $100K | Buy |
+400
| New | +$100K | 0.06% | 39 |
|
|
2023
Q4 | – | Sell |
-400
| Closed | -$96K | – | 15 |
|
|
2023
Q3 | $96K | Buy |
+400
| New | +$96K | 0.08% | 37 |
|