Jeppson Wealth 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 | $815K | Sell |
2,644
-5
| -0.2% | -$1.54K | 0.28% | 83 |
|
2025
Q1 | $809K | Sell |
2,649
-20
| -0.7% | -$6.11K | 0.3% | 85 |
|
2024
Q4 | $781K | Sell |
2,669
-40
| -1% | -$11.7K | 0.28% | 85 |
|
2024
Q3 | $750K | Sell |
2,709
-5
| -0.2% | -$1.38K | 0.27% | 89 |
|
2024
Q2 | $648K | Sell |
2,714
-55
| -2% | -$13.1K | 0.25% | 91 |
|
2024
Q1 | $692K | Buy |
2,769
+5
| +0.2% | +$1.25K | 0.27% | 89 |
|
2023
Q4 | $644K | Sell |
2,764
-5
| -0.2% | -$1.17K | 0.27% | 91 |
|
2023
Q3 | $666K | Sell |
2,769
-105
| -4% | -$25.3K | 0.31% | 83 |
|
2023
Q2 | $632K | Sell |
2,874
-85
| -3% | -$18.7K | 0.27% | 90 |
|
2023
Q1 | $659K | Sell |
2,959
-84
| -3% | -$18.7K | 0.29% | 89 |
|
2022
Q4 | $727K | Buy |
3,043
+193
| +7% | +$46.1K | 0.31% | 73 |
|
2022
Q3 | $645K | Buy |
2,850
+3
| +0.1% | +$679 | 0.29% | 79 |
|
2022
Q2 | $598K | Buy |
2,847
+252
| +10% | +$52.9K | 0.26% | 89 |
|
2022
Q1 | $590K | Buy |
2,595
+15
| +0.6% | +$3.41K | 0.28% | 84 |
|
2021
Q4 | $636K | Sell |
2,580
-60
| -2% | -$14.8K | 0.31% | 73 |
|
2021
Q3 | $527K | Buy |
2,640
+35
| +1% | +$6.99K | 0.27% | 81 |
|
2021
Q2 | $517K | Hold |
2,605
| – | – | 0.28% | 80 |
|
2021
Q1 | $490K | Sell |
2,605
-10
| -0.4% | -$1.88K | 0.29% | 77 |
|
2020
Q4 | $461K | Hold |
2,615
| – | – | 0.31% | 78 |
|
2020
Q3 | $365K | Buy |
+2,615
| New | +$365K | 0.29% | 84 |
|