Concentric Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $514K | Hold |
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|
2024
Q2 | $443K | Hold |
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|
2024
Q1 | $464K | Buy |
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|
2023
Q4 | $351K | Hold |
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|
2023
Q3 | $363K | Hold |
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|
2023
Q2 | $331K | Hold |
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|
2023
Q1 | $336K | Sell |
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|
2022
Q4 | $362K | Sell |
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|
2022
Q3 | $352K | Hold |
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|
2022
Q2 | $327K | Buy |
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|
2022
Q1 | $313K | Hold |
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|
2021
Q4 | $340K | Sell |
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|
2021
Q3 | $282K | Hold |
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|
2021
Q2 | $280K | Hold |
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|
2021
Q1 | $266K | Hold |
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|
2020
Q4 | $249K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $224K | Sell |
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|
2019
Q3 | $222K | Hold |
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|
2019
Q2 | $227K | Sell |
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|
2019
Q1 | $228K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $263K | Sell |
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|
2018
Q2 | $243K | Sell |
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|
2018
Q1 | $212K | Hold |
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|
2017
Q4 | $219K | Sell |
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|
2017
Q3 | $207K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $202K | Buy |
|