Confluence Wealth Services’s Automatic Data Processing ADP Stock Holding History

Confluence Wealth Services’s Portfolio ADP Stock Details ADP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$570K	Buy
2025 Q1	$540K	Buy
2024 Q4	$248K	Buy
2024 Q3	$232K	Sell
2024 Q2	$206K	Buy
2024 Q1	$205K	Buy
2022 Q3	–	Sell
2022 Q2	$548K	Buy
2022 Q1	$404K	Hold
2021 Q4	$438K	Buy