Heritage Wealth Management (Arizona)’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $8.6K | Buy |
36
+18
| +100% | +$4.3K | ﹤0.01% | 795 |
|
|
2022
Q3 | $4K | Hold |
18
| – | – | ﹤0.01% | 769 |
|
|
2022
Q2 | $3.78K | Sell |
18
-300
| -94% | -$63K | ﹤0.01% | 806 |
|
|
2022
Q1 | $72K | Buy |
+318
| New | +$72K | 0.02% | 414 |
|
|
2021
Q3 | $64K | Hold |
318
| – | – | 0.02% | 415 |
|
|
2021
Q2 | $63K | Hold |
318
| – | – | 0.02% | 419 |
|
|
2021
Q1 | $60K | Buy |
+318
| New | +$60K | 0.03% | 343 |
|