JFS Wealth Advisors’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 | $523K | Buy |
1,694
+1
| +0.1% | +$308 | 0.03% | 205 |
|
|
2025
Q1 | $517K | Sell |
1,693
-17
| -1% | -$5.2K | 0.04% | 197 |
|
|
2024
Q4 | $500K | Buy |
1,710
+1
| +0.1% | +$293 | 0.03% | 194 |
|
|
2024
Q3 | $473K | Buy |
1,709
+720
| +73% | +$199K | 0.03% | 201 |
|
|
2024
Q2 | $236K | Sell |
989
-44
| -4% | -$10.5K | 0.02% | 223 |
|
|
2024
Q1 | $258K | Sell |
1,033
-35
| -3% | -$8.75K | 0.02% | 218 |
|
|
2023
Q4 | $249K | Buy |
1,068
+66
| +7% | +$15.4K | 0.02% | 210 |
|
|
2023
Q3 | $241K | Buy |
1,002
+583
| +139% | +$140K | 0.02% | 203 |
|
|
2023
Q2 | $92.2K | Buy |
419
+21
| +5% | +$4.62K | 0.01% | 288 |
|
|
2023
Q1 | $88.7K | Sell |
398
-59
| -13% | -$13.1K | 0.01% | 292 |
|
|
2022
Q4 | $109K | Buy |
457
+8
| +2% | +$1.91K | 0.01% | 268 |
|
|
2022
Q3 | $101K | Buy |
449
+57
| +15% | +$12.8K | 0.01% | 279 |
|
|
2022
Q2 | $82K | Sell |
392
-19
| -5% | -$3.97K | 0.01% | 310 |
|
|
2022
Q1 | $94K | Buy |
411
+45
| +12% | +$10.3K | 0.01% | 311 |
|
|
2021
Q4 | $90K | Buy |
366
+253
| +224% | +$62.2K | 0.01% | 323 |
|
|
2021
Q3 | $23K | Hold |
113
| – | – | ﹤0.01% | 518 |
|
|
2021
Q2 | $22K | Hold |
113
| – | – | ﹤0.01% | 351 |
|
|
2021
Q1 | $21K | Buy |
113
+25
| +28% | +$4.65K | ﹤0.01% | 329 |
|
|
2020
Q4 | $16K | Hold |
88
| – | – | ﹤0.01% | 357 |
|
|
2020
Q3 | $12K | Hold |
88
| – | – | ﹤0.01% | 376 |
|
|
2020
Q2 | $13K | Hold |
88
| – | – | ﹤0.01% | 355 |
|
|
2020
Q1 | $12K | Hold |
88
| – | – | ﹤0.01% | 326 |
|
|
2019
Q4 | $15K | Hold |
88
| – | – | ﹤0.01% | 334 |
|
|
2019
Q3 | $14K | Hold |
88
| – | – | ﹤0.01% | 336 |
|
|
2019
Q2 | $15K | Hold |
88
| – | – | ﹤0.01% | 328 |
|
|
2019
Q1 | $14K | Hold |
88
| – | – | ﹤0.01% | 327 |
|
|
2018
Q4 | $12K | Sell |
88
-72
| -45% | -$9.82K | ﹤0.01% | 329 |
|
|
2018
Q3 | $24K | Buy |
160
+72
| +82% | +$10.8K | 0.01% | 305 |
|
|
2018
Q2 | $12K | Buy |
88
+73
| +487% | +$9.96K | ﹤0.01% | 349 |
|
|
2018
Q1 | $2K | Buy |
15
+7
| +88% | +$933 | ﹤0.01% | 470 |
|
|
2017
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 498 |
|
|
2016
Q2 | – | Sell |
-10
| Closed | -$1K | – | 499 |
|
|
2016
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 549 |
|
|
2015
Q3 | – | Sell |
-19
| Closed | -$2K | – | 475 |
|
|
2015
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 461 |
|
|
2015
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 458 |
|
|
2014
Q4 | $2K | Sell |
19
-3
| -14% | -$316 | ﹤0.01% | 475 |
|
|
2014
Q3 | $2K | Sell |
22
-4
| -15% | -$364 | ﹤0.01% | 426 |
|
|
2014
Q2 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 422 |
|