Creative Planning’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
$43.4M Sell
140,666
-1,162
-0.8% -$358K 0.04% 197
2025
Q1
$43.3M Buy
141,828
+8,195
+6% +$2.5M 0.04% 186
2024
Q4
$39.1M Buy
133,633
+6,051
+5% +$1.77M 0.04% 179
2024
Q3
$35.3M Buy
127,582
+3,456
+3% +$956K 0.04% 190
2024
Q2
$29.6M Buy
124,126
+2,566
+2% +$612K 0.03% 202
2024
Q1
$30.4M Buy
121,560
+890
+0.7% +$222K 0.03% 197
2023
Q4
$28.1M Buy
120,670
+4,267
+4% +$994K 0.05% 194
2023
Q3
$28M Buy
116,403
+19,826
+21% +$4.77M 0.04% 194
2023
Q2
$21.2M Buy
96,577
+3,480
+4% +$765K 0.03% 212
2023
Q1
$20.7M Sell
93,097
-5,133
-5% -$1.14M 0.03% 212
2022
Q4
$23.5M Sell
98,230
-240
-0.2% -$57.3K 0.04% 193
2022
Q3
$22.3M Sell
98,470
-2,318
-2% -$524K 0.04% 171
2022
Q2
$21.2M Buy
100,788
+7,376
+8% +$1.55M 0.03% 187
2022
Q1
$21.3M Buy
93,412
+12,349
+15% +$2.81M 0.03% 194
2021
Q4
$20M Sell
81,063
-2,179
-3% -$537K 0.03% 185
2021
Q3
$16.6M Buy
83,242
+1,545
+2% +$309K 0.03% 197
2021
Q2
$16.2M Sell
81,697
-1,790
-2% -$356K 0.03% 196
2021
Q1
$15.7M Sell
83,487
-2,106
-2% -$397K 0.03% 204
2020
Q4
$15.1M Buy
85,593
+10,517
+14% +$1.85M 0.03% 192
2020
Q3
$10.5M Buy
75,076
+14,005
+23% +$1.95M 0.03% 199
2020
Q2
$9.09M Sell
61,071
-464
-0.8% -$69.1K 0.03% 197
2020
Q1
$8.41M Buy
61,535
+6,197
+11% +$847K 0.03% 182
2019
Q4
$9.44M Sell
55,338
-3,063
-5% -$522K 0.03% 200
2019
Q3
$9.43M Buy
58,401
+1,624
+3% +$262K 0.03% 183
2019
Q2
$9.39M Buy
56,777
+4,588
+9% +$759K 0.03% 191
2019
Q1
$8.34M Buy
52,189
+1,619
+3% +$259K 0.03% 195
2018
Q4
$6.63M Sell
50,570
-2,017
-4% -$264K 0.03% 200
2018
Q3
$7.92M Sell
52,587
-752
-1% -$113K 0.03% 194
2018
Q2
$7.16M Buy
53,339
+1,593
+3% +$214K 0.03% 195
2018
Q1
$5.87M Sell
51,746
-574
-1% -$65.1K 0.02% 216
2017
Q4
$6.13M Buy
52,320
+7,819
+18% +$916K 0.03% 202
2017
Q3
$4.87M Buy
44,501
+1,424
+3% +$156K 0.02% 245
2017
Q2
$4.41M Buy
43,077
+2,125
+5% +$218K 0.02% 240
2017
Q1
$4.19M Sell
40,952
-1,243
-3% -$127K 0.02% 239
2016
Q4
$4.34M Buy
42,195
+4,277
+11% +$440K 0.03% 229
2016
Q3
$3.34M Buy
37,918
+5,110
+16% +$451K 0.02% 270
2016
Q2
$3.01M Buy
32,808
+1,993
+6% +$183K 0.02% 255
2016
Q1
$2.76M Sell
30,815
-1,098
-3% -$98.5K 0.02% 254
2015
Q4
$2.7M Buy
31,913
+1,209
+4% +$102K 0.02% 247
2015
Q3
$2.47M Buy
30,704
+3,035
+11% +$244K 0.02% 258
2015
Q2
$2.22M Buy
27,669
+2,601
+10% +$209K 0.02% 274
2015
Q1
$2.15M Buy
25,068
+3,860
+18% +$331K 0.02% 268
2014
Q4
$1.77M Sell
21,208
-6,223
-23% -$519K 0.02% 298
2014
Q3
$2M Buy
27,431
+2,161
+9% +$158K 0.02% 244
2014
Q2
$1.76M Buy
25,270
+1,788
+8% +$124K 0.02% 253
2014
Q1
$1.59M Buy
23,482
+1,516
+7% +$103K 0.02% 246
2013
Q4
$1.56M Buy
21,966
+1,068
+5% +$75.8K 0.03% 218
2013
Q3
$1.33M Buy
20,898
+1,743
+9% +$111K 0.03% 217
2013
Q2
$1.16M Buy
+19,155
New +$1.16M 0.03% 206