CSIA
Carl Stuart Investment Advisor’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Hold |
1,468
| – | – | 0.23% | 9 |
|
|
2025
Q1 | $449K | Hold |
1,468
| – | – | 0.25% | 9 |
|
|
2024
Q4 | $430K | Hold |
1,468
| – | – | 0.23% | 12 |
|
|
2024
Q3 | $406K | Hold |
1,468
| – | – | 0.23% | 9 |
|
|
2024
Q2 | $350K | Hold |
1,468
| – | – | 0.22% | 9 |
|
|
2024
Q1 | $367K | Sell |
1,468
-290
| -16% | -$72.4K | 0.24% | 9 |
|
|
2023
Q4 | $410K | Hold |
1,758
| – | – | 0.28% | 18 |
|
|
2023
Q3 | $421K | Hold |
1,758
| – | – | 0.34% | 12 |
|
|
2023
Q2 | $386K | Buy |
+1,758
| New | +$386K | 0.3% | 12 |
|
|
2023
Q1 | – | Sell |
-2,268
| Closed | -$542K | – | 40 |
|
|
2022
Q4 | $542K | Hold |
2,268
| – | – | 0.5% | 11 |
|
|
2022
Q3 | $542K | Hold |
2,268
| – | – | 0.48% | 11 |
|
|
2022
Q2 | $491K | Hold |
2,268
| – | – | 0.43% | 11 |
|
|
2022
Q1 | $5.16M | Hold |
2,268
| – | – | 0.38% | 11 |
|
|
2021
Q4 | $559K | Buy |
+2,268
| New | +$559K | 0.41% | 11 |
|