Caldwell Trust’s Automatic Data Processing ADP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.55M Sell
8,277
-426
2025
Q1
$2.66M Buy
8,703
+272
2024
Q4
$2.47M Sell
8,431
-388
2024
Q3
$2.44M Sell
8,819
-592
2024
Q2
$2.25M Buy
9,411
+1,156
2024
Q1
$2.06M Buy
8,255
+249
2023
Q4
$1.87M Sell
8,006
-203
2023
Q3
$1.97M Sell
8,209
-58
2023
Q2
$1.82M Sell
8,267
-40
2023
Q1
$1.85M Buy
8,307
+1,129
2022
Q4
$1.71M Sell
7,178
-482
2022
Q3
$1.73M Buy
7,660
+149
2022
Q2
$1.58M Sell
7,511
-53
2022
Q1
$1.72M Buy
7,564
+160
2021
Q4
$1.83M Buy
7,404
+99
2021
Q3
$1.46M Buy
7,305
+580
2021
Q2
$1.34M Sell
6,725
-42
2021
Q1
$1.28M Buy
6,767
+461
2020
Q4
$1.11M Buy
6,306
+312
2020
Q3
$836K Sell
5,994
-1,163
2020
Q2
$1.07M Sell
7,157
-329
2020
Q1
$1.02M Buy
7,486
+401
2019
Q4
$1.21M Buy
+7,085