EP Wealth Advisors’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.64M | Buy |
24,787
+1,257
| +5% | +$388K | 0.05% | 210 |
|
|
2025
Q1 | $7.19M | Buy |
23,530
+1,043
| +5% | +$319K | 0.06% | 185 |
|
|
2024
Q4 | $6.58M | Buy |
22,487
+2,353
| +12% | +$689K | 0.05% | 187 |
|
|
2024
Q3 | $5.57M | Buy |
20,134
+726
| +4% | +$201K | 0.05% | 207 |
|
|
2024
Q2 | $4.63M | Buy |
19,408
+3,951
| +26% | +$943K | 0.05% | 191 |
|
|
2024
Q1 | $3.86M | Buy |
15,457
+925
| +6% | +$231K | 0.05% | 197 |
|
|
2023
Q4 | $3.39M | Buy |
14,532
+1,739
| +14% | +$405K | 0.04% | 202 |
|
|
2023
Q3 | $3.08M | Buy |
12,793
+5,240
| +69% | +$1.26M | 0.05% | 196 |
|
|
2023
Q2 | $2.75M | Sell |
7,553
-6,895
| -48% | -$2.51M | 0.04% | 210 |
|
|
2023
Q1 | $3.22M | Sell |
14,448
-7,102
| -33% | -$1.58M | 0.06% | 179 |
|
|
2022
Q4 | $5.15M | Buy |
21,550
+1,140
| +6% | +$272K | 0.09% | 124 |
|
|
2022
Q3 | $4.62M | Buy |
20,410
+13,097
| +179% | +$2.96M | 0.1% | 117 |
|
|
2022
Q2 | $1.54M | Buy |
7,313
+2,774
| +61% | +$583K | 0.03% | 217 |
|
|
2022
Q1 | $1.03M | Sell |
4,539
-182
| -4% | -$41.4K | 0.02% | 269 |
|
|
2021
Q4 | $1.16M | Buy |
4,721
+75
| +2% | +$18.5K | 0.03% | 241 |
|
|
2021
Q3 | $929K | Buy |
4,646
+220
| +5% | +$44K | 0.03% | 251 |
|
|
2021
Q2 | $879K | Sell |
4,426
-287
| -6% | -$57K | 0.02% | 259 |
|
|
2021
Q1 | $888K | Buy |
4,713
+446
| +10% | +$84K | 0.03% | 242 |
|
|
2020
Q4 | $752K | Buy |
4,267
+65
| +2% | +$11.5K | 0.03% | 214 |
|
|
2020
Q3 | $586K | Sell |
4,202
-211
| -5% | -$29.4K | 0.03% | 213 |
|
|
2020
Q2 | $657K | Sell |
4,413
-584
| -12% | -$86.9K | 0.03% | 215 |
|
|
2020
Q1 | $683K | Sell |
4,997
-830
| -14% | -$113K | 0.03% | 220 |
|
|
2019
Q4 | $994K | Buy |
5,827
+2,193
| +60% | +$374K | 0.04% | 194 |
|
|
2019
Q3 | $587K | Buy |
+3,634
| New | +$587K | 0.03% | 213 |
|
|
2019
Q2 | – | Sell |
-2,175
| Closed | -$347K | – | 311 |
|
|
2019
Q1 | $347K | Buy |
2,175
+211
| +11% | +$33.7K | 0.03% | 191 |
|
|
2018
Q4 | $258K | Sell |
1,964
-134
| -6% | -$17.6K | 0.02% | 221 |
|
|
2018
Q3 | $316K | Buy |
+2,098
| New | +$316K | 0.02% | 218 |
|