Carson Advisory’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
$323K Buy
1,047
+1
+0.1% +$309 0.21% 114
2025
Q1
$320K Sell
1,046
-11
-1% -$3.36K 0.22% 110
2024
Q4
$309K Sell
1,057
-19
-2% -$5.56K 0.22% 115
2024
Q3
$298K Buy
1,076
+1
+0.1% +$277 0.19% 128
2024
Q2
$257K Buy
1,075
+2
+0.2% +$477 0.18% 132
2024
Q1
$268K Buy
1,073
+60
+6% +$15K 0.19% 128
2023
Q4
$236K Buy
1,013
+2
+0.2% +$466 0.18% 133
2023
Q3
$243K Sell
1,011
-19
-2% -$4.57K 0.21% 125
2023
Q2
$226K Buy
1,030
+1
+0.1% +$220 0.19% 135
2023
Q1
$229K Buy
1,029
+2
+0.2% +$445 0.2% 123
2022
Q4
$245K Buy
1,027
+1
+0.1% +$239 0.24% 107
2022
Q3
$232K Buy
+1,026
New +$232K 0.26% 100
2022
Q2
Sell
-924
Closed -$210K 124
2022
Q1
$210K Hold
924
0.21% 123
2021
Q4
$228K Buy
+924
New +$228K 0.23% 115