Epic Trust Investment Advisors’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $256K | Buy |
1,074
+161
| +18% | +$38.4K | 0.28% | 91 |
|
|
2024
Q1 | $228K | Buy |
913
+30
| +3% | +$7.49K | 0.28% | 102 |
|
|
2023
Q4 | $206K | Sell |
883
-58
| -6% | -$13.5K | 0.28% | 99 |
|
|
2023
Q3 | $226K | Sell |
941
-105
| -10% | -$25.3K | 0.36% | 79 |
|
|
2023
Q2 | $230K | Buy |
1,046
+125
| +14% | +$27.5K | 0.33% | 83 |
|
|
2023
Q1 | $205K | Buy |
+921
| New | +$205K | 0.25% | 108 |
|