Mount Yale Investment Advisors’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 | $1.84M | Sell |
5,965
-1,268
| -18% | -$391K | 0.14% | 133 |
|
|
2025
Q1 | $2.21M | Buy |
7,233
+143
| +2% | +$43.7K | 0.19% | 112 |
|
|
2024
Q4 | $2.08M | Sell |
7,090
-846
| -11% | -$248K | 0.17% | 119 |
|
|
2024
Q3 | $2.2M | Buy |
7,936
+599
| +8% | +$166K | 0.21% | 109 |
|
|
2024
Q2 | $1.75M | Sell |
7,337
-108
| -1% | -$25.8K | 0.14% | 141 |
|
|
2024
Q1 | $1.86M | Buy |
7,445
+576
| +8% | +$144K | 0.14% | 141 |
|
|
2023
Q4 | $1.6M | Sell |
6,869
-801
| -10% | -$187K | 0.15% | 143 |
|
|
2023
Q3 | $1.85M | Sell |
7,670
-166
| -2% | -$39.9K | 0.2% | 115 |
|
|
2023
Q2 | $1.72M | Buy |
7,836
+4,642
| +145% | +$1.02M | 0.18% | 120 |
|
|
2023
Q1 | $711K | Buy |
3,194
+33
| +1% | +$7.35K | 0.08% | 245 |
|
|
2022
Q4 | $755K | Buy |
+3,161
| New | +$755K | 0.09% | 238 |
|
|
2022
Q3 | – | Sell |
-3,150
| Closed | -$662K | – | 441 |
|
|
2022
Q2 | $662K | Sell |
3,150
-115
| -4% | -$24.2K | 0.08% | 243 |
|
|
2022
Q1 | $743K | Sell |
3,265
-125
| -4% | -$28.4K | 0.08% | 244 |
|
|
2021
Q4 | $836K | Buy |
+3,390
| New | +$836K | 0.09% | 228 |
|
|
2018
Q4 | – | Sell |
-247
| Closed | -$37K | – | 317 |
|
|
2018
Q3 | $37K | Sell |
247
-32
| -11% | -$4.79K | 0.01% | 662 |
|
|
2018
Q2 | $37K | Sell |
279
-269
| -49% | -$35.7K | 0.01% | 682 |
|
|
2018
Q1 | $62K | Buy |
+548
| New | +$62K | 0.01% | 574 |
|