Cardinal Strategic Wealth Guidance’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 | $572K | Sell |
1,854
-10
| -0.5% | -$3.08K | 0.17% | 32 |
|
|
2025
Q1 | $570K | Hold |
1,864
| – | – | 0.18% | 32 |
|
|
2024
Q4 | $546K | Hold |
1,864
| – | – | 0.17% | 36 |
|
|
2024
Q3 | $516K | Hold |
1,864
| – | – | 0.17% | 35 |
|
|
2024
Q2 | $445K | Hold |
1,864
| – | – | 0.16% | 37 |
|
|
2024
Q1 | $466K | Sell |
1,864
-275
| -13% | -$68.7K | 0.18% | 37 |
|
|
2023
Q4 | $498K | Hold |
2,139
| – | – | 0.2% | 40 |
|
|
2023
Q3 | $515K | Hold |
2,139
| – | – | 0.24% | 38 |
|
|
2023
Q2 | $470K | Hold |
2,139
| – | – | 0.21% | 39 |
|
|
2023
Q1 | $476K | Sell |
2,139
-476
| -18% | -$106K | 0.22% | 39 |
|
|
2022
Q4 | $625K | Sell |
2,615
-800
| -23% | -$191K | 0.3% | 43 |
|
|
2022
Q3 | $772K | Hold |
3,415
| – | – | 0.41% | 28 |
|
|
2022
Q2 | $717K | Hold |
3,415
| – | – | 0.37% | 33 |
|
|
2022
Q1 | $777K | Sell |
3,415
-300
| -8% | -$68.3K | 0.36% | 36 |
|
|
2021
Q4 | $916K | Hold |
3,715
| – | – | 0.43% | 38 |
|
|
2021
Q3 | $743K | Hold |
3,715
| – | – | 0.39% | 41 |
|
|
2021
Q2 | $738K | Sell |
3,715
-63
| -2% | -$12.5K | 0.39% | 38 |
|
|
2021
Q1 | $712K | Sell |
3,778
-309
| -8% | -$58.2K | 0.42% | 36 |
|
|
2020
Q4 | $720K | Hold |
4,087
| – | – | 0.43% | 29 |
|
|
2020
Q3 | $570K | Hold |
4,087
| – | – | 0.4% | 32 |
|
|
2020
Q2 | $609K | Sell |
4,087
-110
| -3% | -$16.4K | 0.45% | 31 |
|
|
2020
Q1 | $574K | Sell |
4,197
-560
| -12% | -$76.6K | 0.53% | 26 |
|
|
2019
Q4 | $811K | Buy |
+4,757
| New | +$811K | 0.7% | 26 |
|