Obermeyer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $869K | Buy |
2,819
+541
| +24% | +$167K | 0.04% | 114 |
|
|
2025
Q1 | $696K | Hold |
2,278
| – | – | 0.04% | 121 |
|
|
2024
Q4 | $667K | Sell |
2,278
-625
| -22% | -$183K | 0.03% | 122 |
|
|
2024
Q3 | $803K | Buy |
2,903
+25
| +0.9% | +$6.92K | 0.04% | 117 |
|
|
2024
Q2 | $687K | Sell |
2,878
-55
| -2% | -$13.1K | 0.04% | 121 |
|
|
2024
Q1 | $733K | Buy |
2,933
+67
| +2% | +$16.7K | 0.04% | 112 |
|
|
2023
Q4 | $668K | Hold |
2,866
| – | – | 0.05% | 91 |
|
|
2023
Q3 | $690K | Sell |
2,866
-557
| -16% | -$134K | 0.05% | 87 |
|
|
2023
Q2 | $752K | Buy |
3,423
+576
| +20% | +$127K | 0.05% | 87 |
|
|
2023
Q1 | $634K | Sell |
2,847
-350
| -11% | -$77.9K | 0.05% | 99 |
|
|
2022
Q4 | $764K | Hold |
3,197
| – | – | 0.06% | 85 |
|
|
2022
Q3 | $723K | Hold |
3,197
| – | – | 0.06% | 77 |
|
|
2022
Q2 | $671K | Buy |
3,197
+1,570
| +96% | +$330K | 0.05% | 88 |
|
|
2022
Q1 | $370K | Hold |
1,627
| – | – | 0.02% | 145 |
|
|
2021
Q4 | $401K | Hold |
1,627
| – | – | 0.02% | 136 |
|
|
2021
Q3 | $325K | Buy |
1,627
+300
| +23% | +$59.9K | 0.02% | 158 |
|
|
2021
Q2 | $264K | Buy |
+1,327
| New | +$264K | 0.01% | 182 |
|
|
2014
Q2 | – | Sell |
-2,961
| Closed | -$201K | – | 65 |
|
|
2014
Q1 | $201K | Buy |
+2,961
| New | +$201K | 0.05% | 57 |
|