Merriman 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
Q4 | $689K | Sell |
2,342
-826
| -26% | -$243K | 0.03% | 105 |
|
|
2024
Q3 | $881K | Buy |
3,168
+2
| +0.1% | +$556 | 0.04% | 106 |
|
|
2024
Q2 | $760K | Hold |
3,166
| – | – | 0.03% | 113 |
|
|
2024
Q1 | $795K | Buy |
3,166
+865
| +38% | +$217K | 0.04% | 108 |
|
|
2023
Q4 | $539K | Hold |
2,301
| – | – | 0.03% | 122 |
|
|
2023
Q3 | $556K | Sell |
2,301
-8
| -0.3% | -$1.93K | 0.03% | 110 |
|
|
2023
Q2 | $510K | Buy |
2,309
+27
| +1% | +$5.97K | 0.03% | 138 |
|
|
2023
Q1 | $511K | Hold |
2,282
| – | – | 0.03% | 127 |
|
|
2022
Q4 | $548K | Buy |
+2,282
| New | +$548K | 0.03% | 136 |
|