Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,214
| Closed | -$283K | – | 174 |
|
|
2023
Q4 | $283K | Buy |
1,214
+234
| +24% | +$54.5K | 0.1% | 191 |
|
|
2023
Q3 | $236K | Sell |
980
-625
| -39% | -$150K | 0.08% | 234 |
|
|
2023
Q2 | $353K | Sell |
1,605
-248
| -13% | -$54.5K | 0.07% | 239 |
|
|
2023
Q1 | $413K | Sell |
1,853
-66
| -3% | -$14.7K | 0.08% | 222 |
|
|
2022
Q4 | $458K | Buy |
1,919
+21
| +1% | +$5.02K | 0.1% | 206 |
|
|
2022
Q3 | $429K | Buy |
1,898
+453
| +31% | +$102K | 0.1% | 187 |
|
|
2022
Q2 | $303K | Buy |
1,445
+95
| +7% | +$19.9K | 0.06% | 265 |
|
|
2022
Q1 | $307K | Sell |
1,350
-176
| -12% | -$40K | 0.05% | 296 |
|
|
2021
Q4 | $376K | Buy |
+1,526
| New | +$376K | 0.06% | 268 |
|
|
2021
Q3 | – | Sell |
-1,425
| Closed | -$283K | – | 249 |
|
|
2021
Q2 | $283K | Buy |
+1,425
| New | +$283K | 0.07% | 200 |
|
|
2021
Q1 | – | Sell |
-1,443
| Closed | -$254K | – | 218 |
|
|
2020
Q4 | $254K | Buy |
+1,443
| New | +$254K | 0.05% | 294 |
|
|
2020
Q3 | – | Sell |
-1,457
| Closed | -$217K | – | 206 |
|
|
2020
Q2 | $217K | Sell |
1,457
-20
| -1% | -$2.98K | 0.11% | 163 |
|
|
2020
Q1 | $202K | Sell |
1,477
-98
| -6% | -$13.4K | 0.13% | 138 |
|
|
2019
Q4 | $268K | Buy |
+1,575
| New | +$268K | 0.17% | 133 |
|