Concord Wealth Partners’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 | $2.74M | Sell |
8,884
-549
| -6% | -$169K | 0.4% | 57 |
|
|
2025
Q1 | $2.88M | Sell |
9,433
-424
| -4% | -$130K | 0.47% | 54 |
|
|
2024
Q4 | $2.89M | Buy |
9,857
+722
| +8% | +$211K | 0.47% | 55 |
|
|
2024
Q3 | $2.53M | Buy |
9,135
+628
| +7% | +$174K | 0.42% | 57 |
|
|
2024
Q2 | $2.03M | Buy |
8,507
+661
| +8% | +$158K | 0.36% | 63 |
|
|
2024
Q1 | $1.96M | Buy |
7,846
+723
| +10% | +$181K | 0.35% | 70 |
|
|
2023
Q4 | $1.66M | Buy |
7,123
+1,916
| +37% | +$446K | 0.33% | 66 |
|
|
2023
Q3 | $1.25M | Buy |
5,207
+1,667
| +47% | +$401K | 0.27% | 69 |
|
|
2023
Q2 | $778K | Buy |
3,540
+664
| +23% | +$146K | 0.17% | 79 |
|
|
2023
Q1 | $640K | Buy |
2,876
+48
| +2% | +$10.7K | 0.18% | 74 |
|
|
2022
Q4 | $675K | Buy |
2,828
+389
| +16% | +$92.9K | 0.2% | 68 |
|
|
2022
Q3 | $552K | Sell |
2,439
-11
| -0.4% | -$2.49K | 0.18% | 83 |
|
|
2022
Q2 | $515K | Buy |
2,450
+276
| +13% | +$58K | 0.14% | 95 |
|
|
2022
Q1 | $495K | Buy |
2,174
+154
| +8% | +$35.1K | 0.13% | 103 |
|
|
2021
Q4 | $498K | Buy |
2,020
+1,969
| +3,861% | +$485K | 0.12% | 102 |
|
|
2021
Q3 | $10K | Sell |
51
-75
| -60% | -$14.7K | ﹤0.01% | 465 |
|
|
2021
Q2 | $25K | Buy |
126
+22
| +21% | +$4.37K | 0.01% | 461 |
|
|
2021
Q1 | $20K | Buy |
104
+100
| +2,500% | +$19.2K | 0.01% | 473 |
|
|
2020
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 591 |
|