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