CWS
Cypress Wealth Services’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
981
+70
| +8% | +$21.6K | 0.05% | 231 |
|
|
2025
Q1 | $278K | Buy |
911
+30
| +3% | +$9.17K | 0.06% | 227 |
|
|
2024
Q4 | $258K | Sell |
881
-15
| -2% | -$4.39K | 0.05% | 222 |
|
|
2024
Q3 | $248K | Buy |
896
+41
| +5% | +$11.3K | 0.05% | 234 |
|
|
2024
Q2 | $204K | Buy |
855
+28
| +3% | +$6.68K | 0.05% | 243 |
|
|
2024
Q1 | $207K | Sell |
827
-962
| -54% | -$240K | 0.05% | 243 |
|
|
2023
Q4 | $417K | Hold |
1,789
| – | – | 0.1% | 157 |
|
|
2023
Q3 | $430K | Hold |
1,789
| – | – | 0.12% | 150 |
|
|
2023
Q2 | $418K | Hold |
1,789
| – | – | 0.11% | 153 |
|
|
2023
Q1 | $398K | Hold |
1,789
| – | – | 0.12% | 148 |
|
|
2022
Q4 | $427K | Buy |
1,789
+8
| +0.4% | +$1.91K | 0.14% | 140 |
|
|
2022
Q3 | $405K | Hold |
1,781
| – | – | 0.14% | 133 |
|
|
2022
Q2 | $374K | Hold |
1,781
| – | – | 0.12% | 150 |
|
|
2022
Q1 | $405K | Hold |
1,781
| – | – | 0.11% | 145 |
|
|
2021
Q4 | $439K | Hold |
1,781
| – | – | 0.12% | 134 |
|
|
2021
Q3 | $356K | Sell |
1,781
-657
| -27% | -$131K | 0.11% | 148 |
|
|
2021
Q2 | $484K | Buy |
+2,438
| New | +$484K | 0.13% | 132 |
|
|
2020
Q3 | – | Sell |
-10,855
| Closed | -$1.62M | – | 6 |
|
|
2020
Q2 | $1.62M | Buy |
10,855
+3
| +0% | +$447 | 0.38% | 66 |
|
|
2020
Q1 | $1.48M | Buy |
10,852
+2
| +0% | +$273 | 0.44% | 67 |
|
|
2019
Q4 | $1.85M | Sell |
10,850
-140
| -1% | -$23.9K | 0.47% | 67 |
|
|
2019
Q3 | $1.77M | Sell |
10,990
-42
| -0.4% | -$6.78K | 0.49% | 68 |
|
|
2019
Q2 | $1.82M | Buy |
11,032
+187
| +2% | +$30.9K | 0.53% | 57 |
|
|
2019
Q1 | $1.73M | Sell |
10,845
-188
| -2% | -$30K | 0.55% | 58 |
|
|
2018
Q4 | $1.45M | Buy |
11,033
+17
| +0.2% | +$2.23K | 0.57% | 58 |
|
|
2018
Q3 | $1.66M | Sell |
11,016
-6
| -0.1% | -$904 | 0.59% | 46 |
|
|
2018
Q2 | $1.48M | Buy |
11,022
+703
| +7% | +$94.3K | 0.56% | 51 |
|
|
2018
Q1 | $1.17M | Hold |
10,319
| – | – | 0.5% | 57 |
|
|
2017
Q4 | $1.21M | Buy |
+10,319
| New | +$1.21M | 0.5% | 55 |
|