EWM
Evercore 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 | $17.3M | Sell |
55,960
-3,215
| -5% | -$992K | 0.27% | 52 |
|
|
2025
Q1 | $18.1M | Sell |
59,175
-1,152
| -2% | -$352K | 0.29% | 52 |
|
|
2024
Q4 | $17.7M | Sell |
60,327
-608
| -1% | -$178K | 0.26% | 53 |
|
|
2024
Q3 | $16.9M | Sell |
60,935
-230
| -0.4% | -$63.6K | 0.25% | 52 |
|
|
2024
Q2 | $14.6M | Sell |
61,165
-272
| -0.4% | -$64.9K | 0.23% | 54 |
|
|
2024
Q1 | $15.3M | Sell |
61,437
-566
| -0.9% | -$141K | 0.24% | 53 |
|
|
2023
Q4 | $14.4M | Sell |
62,003
-1,501
| -2% | -$350K | 0.24% | 54 |
|
|
2023
Q3 | $15.3M | Sell |
63,504
-5,347
| -8% | -$1.29M | 0.29% | 51 |
|
|
2023
Q2 | $15.1M | Buy |
68,851
+3,426
| +5% | +$753K | 0.28% | 51 |
|
|
2023
Q1 | $14.6M | Sell |
65,425
-1,821
| -3% | -$405K | 0.29% | 54 |
|
|
2022
Q4 | $16.1M | Sell |
67,246
-1,421
| -2% | -$339K | 0.34% | 50 |
|
|
2022
Q3 | $15.5M | Sell |
68,667
-658
| -0.9% | -$149K | 0.35% | 51 |
|
|
2022
Q2 | $14.6M | Sell |
69,325
-4,905
| -7% | -$1.03M | 0.31% | 56 |
|
|
2022
Q1 | $16.9M | Sell |
74,230
-677
| -0.9% | -$154K | 0.3% | 55 |
|
|
2021
Q4 | $18.5M | Sell |
74,907
-80
| -0.1% | -$19.7K | 0.3% | 54 |
|
|
2021
Q3 | $15M | Buy |
74,987
+973
| +1% | +$195K | 0.27% | 56 |
|
|
2021
Q2 | $14.7M | Hold |
74,014
| – | – | 0.27% | 55 |
|
|
2021
Q1 | $14M | Sell |
74,014
-1,871
| -2% | -$353K | 0.28% | 56 |
|
|
2020
Q4 | $13.4M | Buy |
75,885
+1,578
| +2% | +$278K | 0.29% | 53 |
|
|
2020
Q3 | $10.4M | Sell |
74,307
-385
| -0.5% | -$53.7K | 0.25% | 58 |
|
|
2020
Q2 | $11.1M | Buy |
74,692
+7,640
| +11% | +$1.14M | 0.3% | 55 |
|
|
2020
Q1 | $9.16M | Buy |
67,052
+558
| +0.8% | +$76.3K | 0.3% | 55 |
|
|
2019
Q4 | $11.3M | Sell |
66,494
-160
| -0.2% | -$27.3K | 0.31% | 56 |
|
|
2019
Q3 | $10.8M | Buy |
66,654
+492
| +0.7% | +$79.4K | 0.32% | 59 |
|
|
2019
Q2 | $10.9M | Buy |
66,162
+4,973
| +8% | +$822K | 0.33% | 57 |
|
|
2019
Q1 | $9.77M | Buy |
61,189
+2,277
| +4% | +$364K | 0.31% | 61 |
|
|
2018
Q4 | $7.73M | Sell |
58,912
-729
| -1% | -$95.6K | 0.29% | 67 |
|
|
2018
Q3 | $8.99M | Sell |
59,641
-6,053
| -9% | -$912K | 0.29% | 66 |
|
|
2018
Q2 | $8.81M | Buy |
65,694
+1,487
| +2% | +$199K | 0.3% | 64 |
|
|
2018
Q1 | $7.29M | Sell |
64,207
-2,966
| -4% | -$337K | 0.28% | 66 |
|
|
2017
Q4 | $7.87M | Sell |
67,173
-211
| -0.3% | -$24.7K | 0.29% | 64 |
|
|
2017
Q3 | $7.37M | Sell |
67,384
-55,748
| -45% | -$6.09M | 0.29% | 67 |
|
|
2017
Q2 | $12.6M | Sell |
123,132
-1,796
| -1% | -$184K | 0.49% | 50 |
|
|
2017
Q1 | $12.8M | Sell |
124,928
-2,481
| -2% | -$254K | 0.5% | 48 |
|
|
2016
Q4 | $13.1M | Sell |
127,409
-1,263
| -1% | -$130K | 0.54% | 46 |
|
|
2016
Q3 | $11.3M | Buy |
128,672
+690
| +0.5% | +$60.9K | 0.47% | 55 |
|
|
2016
Q2 | $11.8M | Sell |
127,982
-445
| -0.3% | -$40.9K | 0.52% | 54 |
|
|
2016
Q1 | $11.5M | Buy |
128,427
+230
| +0.2% | +$20.6K | 0.51% | 52 |
|
|
2015
Q4 | $10.9M | Sell |
128,197
-6,193
| -5% | -$525K | 0.5% | 56 |
|
|
2015
Q3 | $10.8M | Sell |
134,390
-1,467
| -1% | -$118K | 0.52% | 55 |
|
|
2015
Q2 | $10.9M | Buy |
135,857
+2,493
| +2% | +$200K | 0.49% | 58 |
|
|
2015
Q1 | $11.4M | Buy |
133,364
+4
| +0% | +$343 | 0.52% | 56 |
|
|
2014
Q4 | $11.1M | Buy |
133,360
+1,469
| +1% | +$122K | 0.55% | 54 |
|
|
2014
Q3 | $11M | Sell |
131,891
-1,750
| -1% | -$145K | 0.55% | 55 |
|
|
2014
Q2 | $10.6M | Buy |
133,641
+4,609
| +4% | +$366K | 0.55% | 55 |
|
|
2014
Q1 | $9.96M | Sell |
129,032
-13,108
| -9% | -$1.01M | 0.56% | 59 |
|
|
2013
Q4 | $11.5M | Buy |
142,140
+1,784
| +1% | +$144K | 0.63% | 55 |
|
|
2013
Q3 | $10.2M | Buy |
140,356
+1,508
| +1% | +$109K | 0.58% | 55 |
|
|
2013
Q2 | $9.57M | Buy |
+138,848
| New | +$9.57M | 0.54% | 59 |
|