Evermay 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 | $867K | Buy |
2,800
+37
| +1% | +$11.5K | 0.11% | 92 |
|
|
2025
Q1 | $847K | Sell |
2,763
-187
| -6% | -$57.4K | 0.11% | 88 |
|
|
2024
Q4 | $867K | Buy |
2,950
+16
| +0.5% | +$4.7K | 0.13% | 88 |
|
|
2024
Q3 | $815K | Buy |
2,934
+138
| +5% | +$38.3K | 0.13% | 95 |
|
|
2024
Q2 | $670K | Sell |
2,796
-86
| -3% | -$20.6K | 0.11% | 105 |
|
|
2024
Q1 | $723K | Buy |
2,882
+53
| +2% | +$13.3K | 0.11% | 101 |
|
|
2023
Q4 | $662K | Sell |
2,829
-899
| -24% | -$210K | 0.12% | 87 |
|
|
2023
Q3 | $900K | Buy |
3,728
+128
| +4% | +$30.9K | 0.18% | 63 |
|
|
2023
Q2 | $794K | Sell |
3,600
-3
| -0.1% | -$662 | 0.15% | 71 |
|
|
2023
Q1 | $805K | Buy |
3,603
+62
| +2% | +$13.9K | 0.16% | 71 |
|
|
2022
Q4 | $849K | Buy |
3,541
+147
| +4% | +$35.2K | 0.17% | 63 |
|
|
2022
Q3 | $770K | Buy |
3,394
+56
| +2% | +$12.7K | 0.15% | 68 |
|
|
2022
Q2 | $703K | Sell |
3,338
-59
| -2% | -$12.4K | 0.14% | 71 |
|
|
2022
Q1 | $773K | Buy |
3,397
+115
| +4% | +$26.2K | 0.13% | 78 |
|
|
2021
Q4 | $809K | Buy |
3,282
+319
| +11% | +$78.6K | 0.14% | 56 |
|
|
2021
Q3 | $592K | Hold |
2,963
| – | – | 0.11% | 72 |
|
|
2021
Q2 | $589K | Hold |
2,963
| – | – | 0.11% | 81 |
|
|
2021
Q1 | $558K | Sell |
2,963
-46
| -2% | -$8.66K | 0.11% | 81 |
|
|
2020
Q4 | $530K | Sell |
3,009
-25
| -0.8% | -$4.4K | 0.12% | 82 |
|
|
2020
Q3 | $423K | Buy |
3,034
+35
| +1% | +$4.88K | 0.1% | 90 |
|
|
2020
Q2 | $447K | Hold |
2,999
| – | – | 0.12% | 84 |
|
|
2020
Q1 | $410K | Sell |
2,999
-11
| -0.4% | -$1.5K | 0.12% | 82 |
|
|
2019
Q4 | $513K | Buy |
3,010
+171
| +6% | +$29.1K | 0.13% | 86 |
|
|
2019
Q3 | $458K | Sell |
2,839
-128
| -4% | -$20.7K | 0.12% | 83 |
|
|
2019
Q2 | $491K | Sell |
2,967
-37
| -1% | -$6.12K | 0.14% | 75 |
|
|
2019
Q1 | $480K | Sell |
3,004
-170
| -5% | -$27.2K | 0.14% | 78 |
|
|
2018
Q4 | $416K | Buy |
3,174
+556
| +21% | +$72.9K | 0.13% | 76 |
|
|
2018
Q3 | $394K | Sell |
2,618
-25
| -0.9% | -$3.76K | 0.12% | 91 |
|
|
2018
Q2 | $355K | Hold |
2,643
| – | – | 0.12% | 95 |
|
|
2018
Q1 | $300K | Sell |
2,643
-453
| -15% | -$51.4K | 0.1% | 101 |
|
|
2017
Q4 | $363K | Sell |
3,096
-100
| -3% | -$11.7K | 0.13% | 86 |
|
|
2017
Q3 | $349K | Buy |
3,196
+509
| +19% | +$55.6K | 0.15% | 55 |
|
|
2017
Q2 | $275K | Sell |
2,687
-100
| -4% | -$10.2K | 0.12% | 71 |
|
|
2017
Q1 | $285K | Buy |
2,787
+840
| +43% | +$85.9K | 0.13% | 69 |
|
|
2016
Q4 | $200K | Buy |
+1,947
| New | +$200K | 0.1% | 79 |
|