Morningstar Investment 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.8M | Buy |
+5,820
| New | +$1.8M | 0.16% | 40 |
|
2024
Q3 | – | Sell |
-2,720
| Closed | -$649K | – | 215 |
|
2024
Q2 | $649K | Hold |
2,720
| – | – | 0.07% | 113 |
|
2024
Q1 | $679K | Hold |
2,720
| – | – | 0.07% | 112 |
|
2023
Q4 | $634K | Buy |
2,720
+46
| +2% | +$10.7K | 0.07% | 112 |
|
2023
Q3 | $643K | Hold |
2,674
| – | – | 0.09% | 85 |
|
2023
Q2 | $588K | Buy |
+2,674
| New | +$588K | 0.08% | 91 |
|