Kingswood 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 | $862K | Sell |
2,793
-93
| -3% | -$28.7K | 0.07% | 290 |
|
|
2025
Q1 | $882K | Sell |
2,886
-229
| -7% | -$70K | 0.08% | 272 |
|
|
2024
Q4 | $912K | Sell |
3,115
-1,695
| -35% | -$496K | 0.07% | 291 |
|
|
2024
Q3 | $1.33M | Buy |
4,810
+367
| +8% | +$101K | 0.09% | 241 |
|
|
2024
Q2 | $1.06M | Sell |
4,443
-118
| -3% | -$28.2K | 0.1% | 222 |
|
|
2024
Q1 | $1.14M | Buy |
4,561
+1,310
| +40% | +$327K | 0.13% | 178 |
|
|
2023
Q4 | $757K | Buy |
3,251
+343
| +12% | +$79.9K | 0.09% | 251 |
|
|
2023
Q3 | $874K | Buy |
+2,908
| New | +$874K | 0.15% | 162 |
|