Charter Research & Investment Group’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	$1.02M	Hold	3,308	–	–	0.76%	37
2025 Q1	$1.01M	Hold	3,308	–	–	0.77%	37
2024 Q4	$968K	Hold	3,308	–	–	0.74%	35
2024 Q3	$915K	Sell	3,308 -140	-4%	-$38.7K	0.68%	38
2024 Q2	$823K	Hold	3,448	–	–	0.65%	38
2024 Q1	$861K	Hold	3,448	–	–	0.68%	38
2023 Q4	$803K	Hold	3,448	–	–	0.67%	39
2023 Q3	$830K	Hold	3,448	–	–	0.75%	37
2023 Q2	$758K	Hold	3,448	–	–	0.63%	40
2023 Q1	$768K	Buy	3,448 +700	+25%	+$156K	0.67%	39
2022 Q4	$656K	Hold	2,748	–	–	0.63%	39
2022 Q3	$622K	Hold	2,748	–	–	0.63%	41
2022 Q2	$577K	Hold	2,748	–	–	0.52%	46
2022 Q1	$625K	Hold	2,748	–	–	0.51%	47
2021 Q4	$678K	Sell	2,748 -35	-1%	-$8.64K	0.53%	45
2021 Q3	$556K	Hold	2,783	–	–	0.46%	48
2021 Q2	$553K	Hold	2,783	–	–	0.46%	51
2021 Q1	$525K	Hold	2,783	–	–	0.46%	51
2020 Q4	$490K	Hold	2,783	–	–	0.47%	51
2020 Q3	$388K	Hold	2,783	–	–	0.42%	56
2020 Q2	$414K	Hold	2,783	–	–	0.48%	50
2020 Q1	$380K	Hold	2,783	–	–	0.5%	48
2019 Q4	$475K	Sell	2,783 -240	-8%	-$41K	0.48%	51
2019 Q3	$488K	Hold	3,023	–	–	0.53%	51
2019 Q2	$500K	Sell	3,023 -30	-1%	-$4.96K	0.56%	48
2019 Q1	$488K	Hold	3,053	–	–	0.54%	48
2018 Q4	$400K	Hold	3,053	–	–	0.51%	53
2018 Q3	$460K	Sell	3,053 -70	-2%	-$10.5K	0.5%	48
2018 Q2	$419K	Hold	3,123	–	–	0.48%	51
2018 Q1	$354K	Buy	3,123 +785	+34%	+$89K	0.42%	54
2017 Q4	$274K	Buy	+2,338	New	+$274K	0.31%	62
2016 Q3	$206K	Hold	2,338	–	–	0.24%	70
2016 Q2	$215K	Hold	2,338	–	–	0.25%	69
2016 Q1	$210K	Buy	+2,338	New	+$210K	0.24%	68