Monterey 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
Q1 | $255K | Sell |
834
-19
| -2% | -$5.8K | 0.08% | 107 |
|
|
2024
Q4 | $250K | Buy |
853
+22
| +3% | +$6.44K | 0.08% | 109 |
|
|
2024
Q3 | $230K | Buy |
+831
| New | +$230K | 0.08% | 117 |
|
|
2024
Q2 | – | Sell |
-831
| Closed | -$208K | – | 119 |
|
|
2024
Q1 | $208K | Buy |
+831
| New | +$208K | 0.08% | 109 |
|
|
2023
Q2 | – | Sell |
-1,655
| Closed | -$368K | – | 106 |
|
|
2023
Q1 | $368K | Sell |
1,655
-17
| -1% | -$3.79K | 0.19% | 62 |
|
|
2022
Q4 | $399K | Buy |
1,672
+48
| +3% | +$11.5K | 0.22% | 60 |
|
|
2022
Q3 | $370K | Buy |
1,624
+354
| +28% | +$80.7K | 0.22% | 60 |
|
|
2022
Q2 | $267K | Buy |
1,270
+40
| +3% | +$8.41K | 0.15% | 79 |
|
|
2022
Q1 | $280K | Buy |
+1,230
| New | +$280K | 0.14% | 88 |
|