EWA
EverSource Wealth Advisors’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Buy |
2,925
+145
| +5% | +$44.7K | 0.04% | 303 |
|
|
2025
Q1 | $850K | Buy |
2,780
+293
| +12% | +$89.5K | 0.05% | 274 |
|
|
2024
Q4 | $728K | Buy |
2,487
+151
| +6% | +$44.2K | 0.04% | 297 |
|
|
2024
Q3 | $646K | Buy |
2,336
+370
| +19% | +$102K | 0.04% | 286 |
|
|
2024
Q2 | $516K | Buy |
1,966
+212
| +12% | +$55.7K | 0.03% | 307 |
|
|
2024
Q1 | $424K | Buy |
1,754
+156
| +10% | +$37.7K | 0.03% | 302 |
|
|
2023
Q4 | $372K | Buy |
1,598
+63
| +4% | +$14.7K | 0.03% | 294 |
|
|
2023
Q3 | $369K | Sell |
1,535
-144
| -9% | -$34.7K | 0.04% | 266 |
|
|
2023
Q2 | $369K | Sell |
1,679
-119
| -7% | -$26.2K | 0.04% | 274 |
|
|
2023
Q1 | $400K | Sell |
1,798
-211
| -11% | -$47K | 0.05% | 251 |
|
|
2022
Q4 | $480K | Sell |
2,009
-596
| -23% | -$142K | 0.07% | 203 |
|
|
2022
Q3 | $589K | Sell |
2,605
-221
| -8% | -$50K | 0.13% | 152 |
|
|
2022
Q2 | $594K | Buy |
2,826
+11
| +0.4% | +$2.31K | 0.15% | 122 |
|
|
2022
Q1 | $640K | Buy |
2,815
+341
| +14% | +$77.5K | 0.16% | 121 |
|
|
2021
Q4 | $610K | Buy |
+2,474
| New | +$610K | 0.17% | 102 |
|