Heritage Financial Services’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 | $289K | Buy |
937
+1
| +0.1% | +$308 | 0.03% | 94 |
|
|
2025
Q1 | $286K | Buy |
936
+89
| +11% | +$27.2K | 0.03% | 91 |
|
|
2024
Q4 | $248K | Buy |
847
+100
| +13% | +$29.3K | 0.03% | 101 |
|
|
2024
Q3 | $207K | Buy |
+747
| New | +$207K | 0.03% | 106 |
|
|
2022
Q3 | – | Sell |
-497
| Closed | -$104K | – | 69 |
|
|
2022
Q2 | $104K | Buy |
+497
| New | +$104K | 0.06% | 110 |
|