Capital Advisors Wealth Management’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 | $532K | Buy |
1,726
+1
| +0.1% | +$308 | 0.08% | 109 |
|
|
2025
Q1 | $527K | Buy |
1,725
+150
| +10% | +$45.8K | 0.09% | 99 |
|
|
2024
Q4 | $461K | Hold |
1,575
| – | – | 0.08% | 101 |
|
|
2024
Q3 | $436K | Hold |
1,575
| – | – | 0.08% | 102 |
|
|
2024
Q2 | $376K | Sell |
1,575
-25
| -2% | -$5.97K | 0.07% | 102 |
|
|
2024
Q1 | $400K | Hold |
1,600
| – | – | 0.08% | 98 |
|
|
2023
Q4 | $373K | Hold |
1,600
| – | – | 0.08% | 96 |
|
|
2023
Q3 | $385K | Hold |
1,600
| – | – | 0.1% | 89 |
|
|
2023
Q2 | $352K | Hold |
1,600
| – | – | 0.09% | 92 |
|
|
2023
Q1 | $356K | Hold |
1,600
| – | – | 0.1% | 94 |
|
|
2022
Q4 | $382K | Sell |
1,600
-33
| -2% | -$7.88K | 0.12% | 83 |
|
|
2022
Q3 | $369K | Hold |
1,633
| – | – | 0.12% | 82 |
|
|
2022
Q2 | $343K | Buy |
1,633
+63
| +4% | +$13.2K | 0.11% | 83 |
|
|
2022
Q1 | $357K | Buy |
+1,570
| New | +$357K | 0.11% | 84 |
|