Destination 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
$652K Sell
2,115
-1,349
-39% -$416K 0.02% 154
2025
Q1
$1.06M Buy
3,464
+1,904
+122% +$582K 0.03% 129
2024
Q4
$457K Hold
1,560
0.01% 166
2024
Q3
$432K Buy
1,560
+7
+0.5% +$1.94K 0.01% 171
2024
Q2
$371K Sell
1,553
-318
-17% -$75.9K 0.01% 161
2024
Q1
$467K Hold
1,871
0.02% 150
2023
Q4
$436K Sell
1,871
-43
-2% -$10K 0.02% 154
2023
Q3
$460K Buy
1,914
+43
+2% +$10.3K 0.02% 148
2023
Q2
$411K Buy
1,871
+671
+56% +$147K 0.02% 155
2023
Q1
$267K Buy
1,200
+29
+2% +$6.46K 0.01% 178
2022
Q4
$280K Hold
1,171
0.01% 175
2022
Q3
$265K Hold
1,171
0.01% 165
2022
Q2
$246K Sell
1,171
-16
-1% -$3.36K 0.01% 179
2022
Q1
$270K Sell
1,187
-185
-13% -$42.1K 0.01% 174
2021
Q4
$338K Sell
1,372
-50
-4% -$12.3K 0.01% 164
2021
Q3
$284K Sell
1,422
-50
-3% -$9.99K 0.01% 155
2021
Q2
$292K Sell
1,472
-25
-2% -$4.96K 0.01% 161
2021
Q1
$282K Hold
1,497
0.01% 158
2020
Q4
$264K Hold
1,497
0.01% 149
2020
Q3
$209K Sell
1,497
-141
-9% -$19.7K 0.01% 138
2020
Q2
$244K Sell
1,638
-287
-15% -$42.8K 0.01% 135
2020
Q1
$263K Buy
+1,925
New +$263K 0.02% 145
2019
Q3
Sell
-742
Closed -$123K 146
2019
Q2
$123K Sell
742
-3
-0.4% -$497 0.01% 167
2019
Q1
$119K Buy
745
+177
+31% +$28.3K 0.01% 174
2018
Q4
$74K Buy
568
+1
+0.2% +$130 ﹤0.01% 213
2018
Q3
$85K Buy
567
+521
+1,133% +$78.1K ﹤0.01% 224
2018
Q2
$6K Sell
46
-214
-82% -$27.9K ﹤0.01% 426
2018
Q1
$30K Buy
+260
New +$30K ﹤0.01% 302
2015
Q3
Sell
-55,403
Closed -$4.45M 115
2015
Q2
$4.45M Buy
+55,403
New +$4.45M 0.29% 67