GeoWealth 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 | $1.16M | Buy |
3,759
+464
| +14% | +$143K | 0.05% | 225 |
|
2025
Q1 | $1.01M | Sell |
3,295
-911
| -22% | -$278K | 0.04% | 259 |
|
2024
Q4 | $1.23M | Sell |
4,206
-375
| -8% | -$110K | 0.04% | 260 |
|
2024
Q3 | $1.27M | Sell |
4,581
-686
| -13% | -$190K | 0.04% | 254 |
|
2024
Q2 | $1.26M | Buy |
5,267
+157
| +3% | +$37.5K | 0.05% | 223 |
|
2024
Q1 | $1.28M | Buy |
5,110
+712
| +16% | +$178K | 0.05% | 247 |
|
2023
Q4 | $1.03M | Buy |
4,398
+1,693
| +63% | +$395K | 0.08% | 207 |
|
2023
Q3 | $651K | Buy |
+2,705
| New | +$651K | 0.07% | 182 |
|
2022
Q2 | – | Sell |
-3,677
| Closed | -$839K | – | 333 |
|
2022
Q1 | $839K | Buy |
3,677
+41
| +1% | +$9.36K | 0.07% | 161 |
|
2021
Q4 | $895K | Sell |
3,636
-420
| -10% | -$103K | 0.07% | 159 |
|
2021
Q3 | $810K | Buy |
+4,056
| New | +$810K | 0.07% | 172 |
|