Financial Synergies Wealth 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 | – | Sell |
-86
| Closed | -$21.5K | – | 78 |
|
|
2024
Q1 | $21.5K | Buy |
86
+2
| +2% | +$499 | ﹤0.01% | 188 |
|
|
2023
Q4 | $20.1K | Sell |
84
-2
| -2% | -$478 | ﹤0.01% | 140 |
|
|
2023
Q3 | $20.7K | Hold |
86
| – | – | ﹤0.01% | 171 |
|
|
2023
Q2 | $18.9K | Buy |
86
+2
| +2% | +$440 | ﹤0.01% | 178 |
|
|
2023
Q1 | $18.7K | Hold |
84
| – | – | ﹤0.01% | 185 |
|
|
2022
Q4 | $20.1K | Buy |
84
+80
| +2,000% | +$19.1K | ﹤0.01% | 140 |
|
|
2022
Q3 | $905 | Hold |
4
| – | – | ﹤0.01% | 310 |
|
|
2022
Q2 | $841 | Buy |
+4
| New | +$841 | ﹤0.01% | 324 |
|