Institute for Wealth Management’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $309K | Buy |
1,519
+11
| +0.7% | +$2.52K | 0.03% | 416 |
|
|
2025
Q4 | $388K | Buy |
1,508
+38
| +3% | +$10.1K | 0.04% | 363 |
|
|
2025
Q3 | $431K | Sell |
1,470
-496
| -25% | -$149K | 0.04% | 361 |
|
|
2025
Q2 | $606K | Sell |
1,966
-49
| -2% | -$15.1K | 0.07% | 275 |
|
|
2025
Q1 | $616K | Sell |
2,015
-472
| -19% | -$142K | 0.08% | 256 |
|
|
2024
Q4 | $728K | Buy |
2,487
+146
| +6% | +$43.1K | 0.09% | 226 |
|
|
2024
Q3 | $648K | Buy |
2,341
+116
| +5% | +$30.3K | 0.08% | 242 |
|
|
2024
Q2 | $531K | Buy |
2,225
+163
| +8% | +$40K | 0.07% | 266 |
|
|
2024
Q1 | $515K | Sell |
2,062
-146
| -7% | -$35.7K | 0.07% | 283 |
|
|
2023
Q4 | $514K | Sell |
2,208
-20
| -0.9% | -$4.66K | 0.08% | 260 |
|
|
2023
Q3 | $536K | Sell |
2,228
-33
| -1% | -$8.05K | 0.1% | 248 |
|
|
2023
Q2 | $497K | Sell |
2,261
-236
| -9% | -$50.9K | 0.09% | 267 |
|
|
2023
Q1 | $556K | Sell |
2,497
-163
| -6% | -$36.8K | 0.11% | 245 |
|
|
2022
Q4 | $635K | Sell |
2,660
-5
| -0.2% | -$1.23K | 0.14% | 213 |
|
|
2022
Q3 | $603K | Buy |
2,665
+49
| +2% | +$11.6K | 0.14% | 197 |
|
|
2022
Q2 | $549K | Sell |
2,616
-7
| -0.3% | -$1.53K | 0.11% | 253 |
|
|
2022
Q1 | $597K | Buy |
2,623
+7
| +0.3% | +$1.5K | 0.1% | 257 |
|
|
2021
Q4 | $645K | Buy |
2,616
+30
| +1% | +$6.79K | 0.11% | 235 |
|
|
2021
Q3 | $517K | Hold |
2,586
| – | – | 0.09% | 271 |
|
|
2021
Q2 | $514K | Hold |
2,586
| – | – | 0.09% | 267 |
|
|
2021
Q1 | $487K | Buy |
2,586
+150
| +6% | +$26K | 0.09% | 273 |
|
|
2020
Q4 | $429K | Buy |
2,436
+299
| +14% | +$49.1K | 0.09% | 280 |
|
|
2020
Q3 | $298K | Buy |
2,137
+430
| +25% | +$60.3K | 0.07% | 316 |
|
|
2020
Q2 | $254K | Buy |
1,707
+140
| +9% | +$20.1K | 0.06% | 350 |
|
|
2020
Q1 | $214K | Sell |
1,567
-64
| -4% | -$10.3K | 0.07% | 357 |
|
|
2019
Q4 | $278K | Buy |
1,631
+25
| +2% | +$4.14K | 0.06% | 363 |
|
|
2019
Q3 | $259K | Sell |
1,606
-1,196
| -43% | -$198K | 0.07% | 350 |
|
|
2019
Q2 | $463K | Buy |
2,802
+45
| +2% | +$7.31K | 0.1% | 269 |
|
|
2019
Q1 | $440K | Sell |
2,757
-44
| -2% | -$6.39K | 0.1% | 264 |
|
|
2018
Q4 | $367K | Buy |
+2,801
| New | +$395K | 0.15% | 180 |
|
|
2018
Q1 | – | Sell |
-2,877
| Closed | -$339K | – | 258 |
|
|
2017
Q4 | $339K | Buy |
+2,877
| New | +$329K | 0.08% | 284 |
|
|
2017
Q3 | – | Sell |
-2,800
| Closed | -$285K | – | 252 |
|
|
2017
Q2 | $285K | Buy |
+2,800
| New | +$283K | 0.08% | 324 |
|
Other funds holding ADP
VCM
VPM
