Congress Wealth Management’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 | $8.95M | Sell |
29,025
-146
| -0.5% | -$45K | 0.09% | 270 |
|
|
2025
Q1 | $8.86M | Buy |
29,171
+15,936
| +120% | +$4.84M | 0.11% | 229 |
|
|
2024
Q4 | $3.87M | Buy |
13,235
+4,654
| +54% | +$1.36M | 0.05% | 319 |
|
|
2024
Q3 | $2.37M | Sell |
8,581
-166
| -2% | -$45.9K | 0.03% | 394 |
|
|
2024
Q2 | $2.09M | Sell |
8,747
-551
| -6% | -$132K | 0.03% | 352 |
|
|
2024
Q1 | $2.32M | Sell |
9,298
-542
| -6% | -$135K | 0.04% | 300 |
|
|
2023
Q4 | $2.29M | Buy |
9,840
+3,707
| +60% | +$864K | 0.04% | 301 |
|
|
2023
Q3 | $1.48M | Sell |
6,133
-327
| -5% | -$78.7K | 0.03% | 336 |
|
|
2023
Q2 | $1.42M | Buy |
6,460
+125
| +2% | +$27.5K | 0.03% | 307 |
|
|
2023
Q1 | $1.41M | Buy |
6,335
+23
| +0.4% | +$5.12K | 0.03% | 310 |
|
|
2022
Q4 | $1.51M | Buy |
6,312
+68
| +1% | +$16.2K | 0.04% | 293 |
|
|
2022
Q3 | $1.41M | Sell |
6,244
-463
| -7% | -$105K | 0.04% | 299 |
|
|
2022
Q2 | $1.41M | Buy |
6,707
+43
| +0.6% | +$9.03K | 0.04% | 306 |
|
|
2022
Q1 | $1.52M | Sell |
6,664
-3,065
| -32% | -$698K | 0.03% | 312 |
|
|
2021
Q4 | $2.4M | Buy |
+9,729
| New | +$2.4M | 0.05% | 287 |
|