Jacobsen Capital Management’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 | $280K | Buy |
907
+33
| +4% | +$10.2K | 0.1% | 84 |
|
|
2025
Q1 | $267K | Buy |
874
+7
| +0.8% | +$2.14K | 0.12% | 75 |
|
|
2024
Q4 | $254K | Hold |
867
| – | – | 0.11% | 75 |
|
|
2024
Q3 | $240K | Buy |
867
+2
| +0.2% | +$553 | 0.1% | 83 |
|
|
2024
Q2 | $206K | Buy |
865
+16
| +2% | +$3.82K | 0.09% | 92 |
|
|
2024
Q1 | $212K | Buy |
+849
| New | +$212K | 0.1% | 88 |
|