Charter Oak Capital Management’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $416K | Buy |
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|
2025
Q2 | $394K | Buy |
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|
2025
Q1 | $295K | Buy |
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|
2024
Q4 | $280K | Buy |
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|
2024
Q3 | $264K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $108K | Hold |
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|
2022
Q1 | $117K | Hold |
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|
2021
Q4 | $127K | Hold |
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|
2021
Q3 | $103K | Hold |
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|
2021
Q2 | $102K | Hold |
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|
2021
Q1 | $97K | Hold |
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|
2020
Q4 | $91K | Buy |
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