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