Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7
| Closed | -$1.71K | – | 191 |
|
|
2023
Q4 | $1.71K | Hold |
7
| – | – | ﹤0.01% | 772 |
|
|
2023
Q3 | $1.76K | Hold |
7
| – | – | ﹤0.01% | 759 |
|
|
2023
Q2 | $1.6K | Hold |
7
| – | – | ﹤0.01% | 781 |
|
|
2023
Q1 | $1.61K | Hold |
7
| – | – | ﹤0.01% | 788 |
|
|
2022
Q4 | $1.72K | Hold |
7
| – | – | ﹤0.01% | 761 |
|
|
2022
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 710 |
|
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 744 |
|
|
2022
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 720 |
|
|
2021
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 743 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 795 |
|
|
2021
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 781 |
|
|
2017
Q4 | – | Sell |
-158
| Closed | -$17K | – | 660 |
|
|
2017
Q3 | $17K | Hold |
158
| – | – | 0.01% | 355 |
|
|
2017
Q2 | $16K | Hold |
158
| – | – | 0.01% | 395 |
|
|
2017
Q1 | $16K | Sell |
158
-102
| -39% | -$10.3K | 0.01% | 400 |
|
|
2016
Q4 | $27K | Hold |
260
| – | – | 0.01% | 340 |
|
|
2016
Q3 | $23K | Hold |
260
| – | – | 0.01% | 345 |
|
|
2016
Q2 | $24K | Sell |
260
-24
| -8% | -$2.22K | 0.01% | 327 |
|
|
2016
Q1 | $25K | Buy |
284
+24
| +9% | +$2.11K | 0.01% | 271 |
|
|
2015
Q4 | $22K | Hold |
260
| – | – | 0.01% | 307 |
|
|
2015
Q3 | $21K | Sell |
260
-117
| -31% | -$9.45K | 0.01% | 286 |
|
|
2015
Q2 | $30K | Hold |
377
| – | – | 0.02% | 258 |
|
|
2015
Q1 | $32K | Buy |
377
+117
| +45% | +$9.93K | 0.02% | 250 |
|
|
2014
Q4 | $21K | Sell |
260
-36
| -12% | -$2.91K | 0.01% | 295 |
|
|
2014
Q3 | $22K | Buy |
296
+154
| +108% | +$11.4K | 0.02% | 292 |
|
|
2014
Q2 | $10K | Hold |
142
| – | – | 0.01% | 415 |
|
|
2014
Q1 | $10K | Hold |
142
| – | – | 0.01% | 387 |
|
|
2013
Q4 | $10K | Sell |
142
-151
| -52% | -$10.6K | 0.01% | 391 |
|
|
2013
Q3 | $19K | Buy |
+293
| New | +$19K | 0.02% | 274 |
|