EWM
Empirical Wealth Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Buy |
70,309
+5,476
| +8% | +$1.69M | 0.49% | 38 |
|
|
2025
Q1 | $19.8M | Buy |
64,833
+54,203
| +510% | +$16.6M | 0.51% | 33 |
|
|
2024
Q4 | $3.11M | Sell |
10,630
-2,934
| -22% | -$859K | 0.08% | 149 |
|
|
2024
Q3 | $3.75M | Buy |
13,564
+3,215
| +31% | +$890K | 0.11% | 136 |
|
|
2024
Q2 | $2.47M | Sell |
10,349
-907
| -8% | -$216K | 0.07% | 159 |
|
|
2024
Q1 | $2.81M | Buy |
11,256
+115
| +1% | +$28.7K | 0.08% | 144 |
|
|
2023
Q4 | $2.6M | Buy |
11,141
+1,219
| +12% | +$284K | 0.09% | 143 |
|
|
2023
Q3 | $2.39M | Buy |
9,922
+498
| +5% | +$120K | 0.09% | 143 |
|
|
2023
Q2 | $2.07M | Buy |
9,424
+228
| +2% | +$50.1K | 0.08% | 152 |
|
|
2023
Q1 | $2.05M | Sell |
9,196
-479
| -5% | -$107K | 0.09% | 138 |
|
|
2022
Q4 | $2.31M | Buy |
9,675
+255
| +3% | +$60.9K | 0.11% | 125 |
|
|
2022
Q3 | $2.13M | Sell |
9,420
-113
| -1% | -$25.6K | 0.11% | 122 |
|
|
2022
Q2 | $2M | Sell |
9,533
-22
| -0.2% | -$4.62K | 0.11% | 125 |
|
|
2022
Q1 | $2.17M | Sell |
9,555
-207
| -2% | -$47.1K | 0.11% | 125 |
|
|
2021
Q4 | $2.41M | Sell |
9,762
-2,695
| -22% | -$665K | 0.12% | 111 |
|
|
2021
Q3 | $2.49M | Buy |
12,457
+3,334
| +37% | +$666K | 0.14% | 97 |
|
|
2021
Q2 | $1.81M | Sell |
9,123
-324
| -3% | -$64.4K | 0.11% | 122 |
|
|
2021
Q1 | $1.78M | Buy |
9,447
+115
| +1% | +$21.7K | 0.14% | 108 |
|
|
2020
Q4 | $1.64M | Buy |
9,332
+969
| +12% | +$171K | 0.13% | 111 |
|
|
2020
Q3 | $1.17M | Sell |
8,363
-1,249
| -13% | -$174K | 0.1% | 129 |
|
|
2020
Q2 | $1.43M | Buy |
9,612
+1,249
| +15% | +$186K | 0.13% | 105 |
|
|
2020
Q1 | $1.14M | Buy |
8,363
+2,302
| +38% | +$315K | 0.12% | 105 |
|
|
2019
Q4 | $1.03M | Buy |
6,061
+862
| +17% | +$147K | 0.11% | 119 |
|
|
2019
Q3 | $839K | Sell |
5,199
-235
| -4% | -$37.9K | 0.1% | 123 |
|
|
2019
Q2 | $898K | Buy |
5,434
+1,686
| +45% | +$279K | 0.12% | 108 |
|
|
2019
Q1 | $599K | Sell |
3,748
-260
| -6% | -$41.6K | 0.09% | 128 |
|
|
2018
Q4 | $525K | Buy |
4,008
+206
| +5% | +$27K | 0.09% | 117 |
|
|
2018
Q3 | $573K | Buy |
3,802
+6
| +0.2% | +$904 | 0.1% | 109 |
|
|
2018
Q2 | $509K | Buy |
3,796
+1,578
| +71% | +$212K | 0.1% | 107 |
|
|
2018
Q1 | $252K | Buy |
2,218
+18
| +0.8% | +$2.05K | 0.05% | 148 |
|
|
2017
Q4 | $258K | Hold |
2,200
| – | – | 0.06% | 125 |
|
|
2017
Q3 | $241K | Hold |
2,200
| – | – | 0.06% | 122 |
|
|
2017
Q2 | $225K | Hold |
2,200
| – | – | 0.05% | 121 |
|
|
2017
Q1 | $225K | Sell |
2,200
-160
| -7% | -$16.4K | 0.06% | 120 |
|
|
2016
Q4 | $243K | Sell |
2,360
-188
| -7% | -$19.4K | 0.06% | 114 |
|
|
2016
Q3 | $225K | Buy |
+2,548
| New | +$225K | 0.06% | 102 |
|