Mark Sheptoff Financial Planning’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 | $63.8K | Buy |
207
+7
| +4% | +$2.16K | 0.03% | 165 |
|
|
2025
Q1 | $61.1K | Hold |
200
| – | – | 0.03% | 157 |
|
|
2024
Q4 | $58.5K | Hold |
200
| – | – | 0.03% | 164 |
|
|
2024
Q3 | $55.3K | Hold |
200
| – | – | 0.03% | 164 |
|
|
2024
Q2 | $47.7K | Hold |
200
| – | – | 0.03% | 181 |
|
|
2024
Q1 | $49.9K | Hold |
200
| – | – | 0.03% | 175 |
|
|
2023
Q4 | $46.6K | Hold |
200
| – | – | 0.03% | 165 |
|
|
2023
Q3 | $48.1K | Hold |
200
| – | – | 0.03% | 152 |
|
|
2023
Q2 | $44K | Hold |
200
| – | – | 0.03% | 170 |
|
|
2023
Q1 | $44.5K | Hold |
200
| – | – | 0.03% | 160 |
|
|
2022
Q4 | $47.8K | Sell |
200
-31
| -13% | -$7.41K | 0.03% | 152 |
|
|
2022
Q3 | $52K | Hold |
231
| – | – | 0.03% | 141 |
|
|
2022
Q2 | $49K | Hold |
231
| – | – | 0.03% | 161 |
|
|
2022
Q1 | $53K | Hold |
231
| – | – | 0.03% | 176 |
|
|
2021
Q4 | $57K | Hold |
231
| – | – | 0.03% | 176 |
|
|
2021
Q3 | $46K | Hold |
231
| – | – | 0.03% | 186 |
|
|
2021
Q2 | $46K | Hold |
231
| – | – | 0.02% | 193 |
|
|
2021
Q1 | $44K | Hold |
231
| – | – | 0.03% | 173 |
|
|
2020
Q4 | $41K | Hold |
231
| – | – | 0.02% | 176 |
|
|
2020
Q3 | $32K | Hold |
231
| – | – | 0.02% | 167 |
|
|
2020
Q2 | $34K | Hold |
231
| – | – | 0.02% | 164 |
|
|
2020
Q1 | $32K | Hold |
231
| – | – | 0.02% | 157 |
|
|
2019
Q4 | $39K | Hold |
231
| – | – | 0.02% | 167 |
|
|
2019
Q3 | $37K | Hold |
231
| – | – | 0.02% | 166 |
|
|
2019
Q2 | $38K | Hold |
231
| – | – | 0.03% | 173 |
|
|
2019
Q1 | $37K | Buy |
231
+31
| +16% | +$4.97K | 0.03% | 167 |
|
|
2018
Q4 | $26K | Hold |
200
| – | – | 0.02% | 174 |
|
|
2018
Q3 | $30K | Hold |
200
| – | – | 0.02% | 199 |
|
|
2018
Q2 | $27K | Hold |
200
| – | – | 0.02% | 203 |
|
|
2018
Q1 | $23K | Hold |
200
| – | – | 0.02% | 219 |
|
|
2017
Q4 | $23K | Hold |
200
| – | – | 0.02% | 227 |
|
|
2017
Q3 | $22K | Hold |
200
| – | – | 0.01% | 229 |
|
|
2017
Q2 | $20K | Sell |
200
-1
| -0.5% | -$100 | 0.01% | 227 |
|
|
2017
Q1 | $20K | Buy |
201
+1
| +0.5% | +$100 | 0.01% | 225 |
|
|
2016
Q4 | $21K | Hold |
200
| – | – | 0.02% | 216 |
|
|
2016
Q3 | $18K | Hold |
200
| – | – | 0.01% | 220 |
|
|
2016
Q2 | $18K | Hold |
200
| – | – | 0.01% | 213 |
|
|
2016
Q1 | $18K | Sell |
200
-20
| -9% | -$1.8K | 0.01% | 214 |
|
|
2015
Q4 | $19K | Hold |
220
| – | – | 0.02% | 220 |
|
|
2015
Q3 | $18K | Buy |
220
+20
| +10% | +$1.64K | 0.02% | 213 |
|
|
2015
Q2 | $16K | Hold |
200
| – | – | 0.01% | 239 |
|
|
2015
Q1 | $17K | Hold |
200
| – | – | 0.01% | 231 |
|
|
2014
Q4 | $17K | Sell |
200
-28
| -12% | -$2.38K | 0.02% | 227 |
|
|
2014
Q3 | $17K | Hold |
228
| – | – | 0.02% | 238 |
|
|
2014
Q2 | $16K | Hold |
228
| – | – | 0.01% | 240 |
|
|
2014
Q1 | $15K | Buy |
+228
| New | +$15K | 0.01% | 251 |
|