Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174K | Hold |
565
| – | – | 0.02% | 382 |
|
|
2025
Q1 | $173K | Buy |
565
+129
| +30% | +$39.4K | 0.03% | 358 |
|
|
2024
Q4 | $128K | Buy |
+436
| New | +$128K | 0.02% | 389 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 425 |
|
|
2020
Q2 | – | Sell |
-92
| Closed | -$13K | – | 203 |
|
|
2020
Q1 | $13K | Buy |
+92
| New | +$13K | 0.01% | 564 |
|
|
2019
Q4 | – | Sell |
-350
| Closed | -$56K | – | 73 |
|
|
2019
Q3 | $56K | Hold |
350
| – | – | 0.02% | 398 |
|
|
2019
Q2 | $57K | Hold |
350
| – | – | 0.02% | 423 |
|
|
2019
Q1 | $56K | Buy |
+350
| New | +$56K | 0.02% | 413 |
|