Fermata 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
991
+269
| +37% | +$83K | 0.08% | 174 |
|
|
2025
Q1 | $220K | Sell |
722
-72
| -9% | -$22K | 0.04% | 255 |
|
|
2024
Q4 | $232K | Buy |
794
+33
| +4% | +$9.66K | 0.04% | 236 |
|
|
2024
Q3 | $210K | Buy |
+761
| New | +$210K | 0.04% | 231 |
|
|
2022
Q2 | – | Sell |
-1,281
| Closed | -$292K | – | 160 |
|
|
2022
Q1 | $292K | Buy |
1,281
+378
| +42% | +$86.2K | 0.11% | 126 |
|
|
2021
Q4 | $224K | Sell |
903
-119
| -12% | -$29.5K | 0.08% | 168 |
|
|
2021
Q3 | $205K | Sell |
1,022
-48
| -4% | -$9.63K | 0.09% | 170 |
|
|
2021
Q2 | $213K | Buy |
+1,070
| New | +$213K | 0.12% | 144 |
|