Institutional & Family Asset 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
2024 Q2	$28.4K	Buy	119 +1	+0.8%	+$246	﹤0.01%	297
2024 Q1	$29.5K	Hold	118	–	–	﹤0.01%	293
2023 Q4	$27.5K	Sell	118 -59	-33%	-$13.7K	﹤0.01%	289
2023 Q3	$42.6K	Hold	177	–	–	0.01%	231
2023 Q2	$38.9K	Buy	177 +100	+130%	+$21.6K	0.01%	242
2023 Q1	$17.1K	Hold	77	–	–	﹤0.01%	329
2022 Q4	$18.4K	Sell	77 -1	-1%	-$246	﹤0.01%	312
2022 Q3	$18K	Hold	78	–	–	﹤0.01%	320
2022 Q2	$16K	Hold	78	–	–	﹤0.01%	339
2022 Q1	$18K	Buy	78 +3	+4%	+$642	﹤0.01%	364
2021 Q4	$18K	Hold	75	–	–	﹤0.01%	379
2021 Q3	$15K	Hold	75	–	–	﹤0.01%	483
2021 Q2	$15K	Hold	75	–	–	﹤0.01%	514
2021 Q1	$14K	Hold	75	–	–	﹤0.01%	522
2020 Q4	$13K	Hold	75	–	–	﹤0.01%	495
2020 Q3	$10K	Sell	75 -380	-84%	-$53.3K	﹤0.01%	479
2020 Q2	$68K	Sell	455 -14	-3%	-$2K	0.01%	275
2020 Q1	$64K	Sell	469 -1	-0.2%	-$161	0.02%	252
2019 Q4	$80K	Buy	470 +14	+3%	+$2.32K	0.02%	274
2019 Q3	$74K	Sell	456 -9	-2%	-$1.49K	0.02%	256
2019 Q2	$77K	Hold	465	–	–	0.02%	264
2019 Q1	$74K	Hold	465	–	–	0.02%	275
2018 Q4	$61K	Hold	465	–	–	0.01%	292
2018 Q3	$70K	Hold	465	–	–	0.01%	320
2018 Q2	$62K	Buy	465 +15	+3%	+$1.9K	0.01%	330
2018 Q1	$51K	Buy	+450	New	+$52.5K	0.01%	321
2017 Q1	–	Sell	-39,331	Closed	-$4.04M	–	125
2016 Q4	$4.04M	Buy	39,331 +1,468	+4%	+$137K	1.27%	22
2016 Q3	$3.34M	Buy	37,863 +2,831	+8%	+$257K	1.11%	49
2016 Q2	$3.22M	Buy	35,032 +4,930	+16%	+$435K	1.12%	42
2016 Q1	$2.55M	Sell	30,102 -71	-0.2%	-$5.95K	0.95%	49
2015 Q4	$2.56M	Buy	+30,173	New	+$2.6M	0.96%	49