Invenio Wealth Partners’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 | $374K | Sell |
1,212
-109
| -8% | -$33.6K | 0.15% | 70 |
|
|
2025
Q1 | $404K | Buy |
1,321
+208
| +19% | +$63.6K | 0.17% | 58 |
|
|
2024
Q4 | $326K | Sell |
1,113
-29
| -3% | -$8.49K | 0.14% | 72 |
|
|
2024
Q3 | $316K | Sell |
1,142
-119
| -9% | -$32.9K | 0.14% | 71 |
|
|
2024
Q2 | $301K | Sell |
1,261
-413
| -25% | -$98.6K | 0.15% | 72 |
|
|
2024
Q1 | $418K | Sell |
1,674
-371
| -18% | -$92.7K | 0.23% | 55 |
|
|
2023
Q4 | $476K | Buy |
2,045
+119
| +6% | +$27.7K | 0.34% | 50 |
|
|
2023
Q3 | $463K | Sell |
1,926
-357
| -16% | -$85.9K | 0.42% | 46 |
|
|
2023
Q2 | $502K | Buy |
+2,283
| New | +$502K | 0.57% | 36 |
|