Jeppson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $776K | Hold |
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|
2025
Q2 | $815K | Sell |
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|
2025
Q1 | $809K | Sell |
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|
2024
Q4 | $781K | Sell |
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|
2024
Q3 | $750K | Sell |
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|
2024
Q2 | $648K | Sell |
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|
2024
Q1 | $692K | Buy |
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|
2023
Q4 | $644K | Sell |
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|
2023
Q3 | $666K | Sell |
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|
2023
Q2 | $632K | Sell |
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|
2023
Q1 | $659K | Sell |
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|
2022
Q4 | $727K | Buy |
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|
2022
Q3 | $645K | Buy |
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|
2022
Q2 | $598K | Buy |
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|
2022
Q1 | $590K | Buy |
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|
2021
Q4 | $636K | Sell |
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|
2021
Q3 | $527K | Buy |
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|
2021
Q2 | $517K | Hold |
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|
2021
Q1 | $490K | Sell |
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|
2020
Q4 | $461K | Hold |
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|
2020
Q3 | $365K | Buy |
|