Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $28K | Hold |
135
| – | – | 0.02% | 97 |
|
|
2022
Q1 | $31K | Hold |
135
| – | – | 0.01% | 86 |
|
|
2021
Q4 | $33K | Hold |
135
| – | – | 0.01% | 90 |
|
|
2021
Q3 | $27K | Hold |
135
| – | – | 0.01% | 89 |
|
|
2021
Q2 | $27K | Buy |
+135
| New | +$27K | 0.01% | 102 |
|
|
2020
Q1 | $37K | Hold |
272
| – | – | 0.03% | 54 |
|
|
2019
Q4 | $46K | Buy |
+272
| New | +$46K | 0.02% | 121 |
|
|
2019
Q2 | $45K | Hold |
272
| – | – | 0.02% | 149 |
|
|
2019
Q1 | $45K | Buy |
272
+76
| +39% | +$12.6K | 0.02% | 149 |
|
|
2018
Q4 | $26K | Buy |
+196
| New | +$26K | 0.01% | 322 |
|