Klingman & Associates’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
$2.2M Buy
7,128
+365
+5% +$113K 0.12% 73
2025
Q1
$2.07M Sell
6,763
-355
-5% -$108K 0.13% 70
2024
Q4
$2.08M Sell
7,118
-698
-9% -$204K 0.13% 70
2024
Q3
$2.16M Buy
7,816
+3,033
+63% +$839K 0.13% 68
2024
Q2
$1.14M Buy
4,783
+307
+7% +$73.3K 0.08% 91
2024
Q1
$1.12M Buy
4,476
+20
+0.4% +$5K 0.08% 91
2023
Q4
$1.04M Sell
4,456
-20
-0.4% -$4.66K 0.08% 91
2023
Q3
$1.08M Hold
4,476
0.09% 84
2023
Q2
$984K Buy
4,476
+34
+0.8% +$7.47K 0.08% 89
2023
Q1
$989K Sell
4,442
-12
-0.3% -$2.67K 0.09% 81
2022
Q4
$1.06M Buy
4,454
+5
+0.1% +$1.19K 0.09% 77
2022
Q3
$1.01M Hold
4,449
0.1% 76
2022
Q2
$934K Sell
4,449
-176
-4% -$36.9K 0.09% 78
2022
Q1
$1.05M Buy
+4,625
New +$1.05M 0.09% 73
2016
Q4
Sell
-2,092
Closed -$185K 102
2016
Q3
$185K Hold
2,092
0.06% 97
2016
Q2
$192K Hold
2,092
0.06% 95
2016
Q1
$188K Hold
2,092
0.07% 97
2015
Q4
$177K Hold
2,092
0.07% 120
2015
Q3
$168K Hold
2,092
0.07% 123
2015
Q2
$168K Hold
2,092
0.07% 94
2015
Q1
$179K Hold
2,092
0.07% 87
2014
Q4
$174K Buy
+2,092
New +$174K 0.07% 88