Morningstar Investment Services’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 | – | Sell |
-1,397
| Closed | -$381K | – | 149 |
|
2024
Q3 | $381K | Buy |
1,397
+205
| +17% | +$55.9K | ﹤0.01% | 310 |
|
2024
Q2 | $283K | Buy |
1,192
+232
| +24% | +$55.1K | ﹤0.01% | 323 |
|
2024
Q1 | $238K | Sell |
960
-418
| -30% | -$104K | ﹤0.01% | 320 |
|
2023
Q4 | $320K | Buy |
+1,378
| New | +$320K | ﹤0.01% | 342 |
|
2014
Q3 | – | Sell |
-66,344
| Closed | -$4.62M | – | 214 |
|
2014
Q2 | $4.62M | Buy |
66,344
+10,948
| +20% | +$762K | 0.27% | 89 |
|
2014
Q1 | $3.76M | Buy |
55,396
+1,607
| +3% | +$109K | 0.26% | 87 |
|
2013
Q4 | $3.82M | Buy |
53,789
+6,810
| +14% | +$483K | 0.29% | 81 |
|
2013
Q3 | $2.97M | Buy |
46,979
+5,819
| +14% | +$368K | 0.26% | 83 |
|
2013
Q2 | $2.49M | Buy |
+41,160
| New | +$2.49M | 0.26% | 80 |
|