Lake Street Private Wealth’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 | $737K | Buy |
2,389
+1,089
| +84% | +$336K | 0.1% | 125 |
|
|
2025
Q1 | $397K | Buy |
1,300
+177
| +16% | +$54.1K | 0.06% | 170 |
|
|
2024
Q4 | $329K | Buy |
1,123
+194
| +21% | +$56.8K | 0.05% | 188 |
|
|
2024
Q3 | $257K | Sell |
929
-1,444
| -61% | -$400K | 0.04% | 219 |
|
|
2024
Q2 | $566K | Sell |
2,373
-43
| -2% | -$10.3K | 0.07% | 205 |
|
|
2024
Q1 | $603K | Buy |
2,416
+16
| +0.7% | +$4K | 0.08% | 205 |
|
|
2023
Q4 | $559K | Sell |
2,400
-182
| -7% | -$42.4K | 0.09% | 199 |
|
|
2023
Q3 | $628K | Buy |
2,582
+136
| +6% | +$33.1K | 0.11% | 164 |
|
|
2023
Q2 | $538K | Sell |
2,446
-41
| -2% | -$9.01K | 0.09% | 177 |
|
|
2023
Q1 | $554K | Buy |
2,487
+100
| +4% | +$22.3K | 0.1% | 173 |
|
|
2022
Q4 | $570K | Sell |
2,387
-217
| -8% | -$51.8K | 0.12% | 168 |
|
|
2022
Q3 | $589K | Sell |
2,604
-79
| -3% | -$17.9K | 0.14% | 148 |
|
|
2022
Q2 | $564K | Buy |
2,683
+47
| +2% | +$9.88K | 0.12% | 154 |
|
|
2022
Q1 | $600K | Sell |
2,636
-13
| -0.5% | -$2.96K | 0.11% | 170 |
|
|
2021
Q4 | $653K | Buy |
+2,649
| New | +$653K | 0.11% | 169 |
|
|
2019
Q4 | – | Sell |
-1,262
| Closed | -$204K | – | 165 |
|
|
2019
Q3 | $204K | Sell |
1,262
-93
| -7% | -$15K | 0.09% | 147 |
|
|
2019
Q2 | $224K | Buy |
+1,355
| New | +$224K | 0.13% | 113 |
|