Mosaic Family Wealth Partners’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
Q2 | – | Sell |
-1,526
| Closed | -$381K | – | 193 |
|
|
2024
Q1 | $381K | Sell |
1,526
-40
| -3% | -$9.99K | 0.06% | 141 |
|
|
2023
Q4 | $365K | Buy |
1,566
+40
| +3% | +$9.32K | 0.06% | 129 |
|
|
2023
Q3 | $367K | Hold |
1,526
| – | – | 0.07% | 124 |
|
|
2023
Q2 | $335K | Sell |
1,526
-2
| -0.1% | -$440 | 0.07% | 131 |
|
|
2023
Q1 | $340K | Buy |
1,528
+2
| +0.1% | +$445 | 0.07% | 127 |
|
|
2022
Q4 | $365K | Buy |
+1,526
| New | +$365K | 0.1% | 120 |
|