Obermeyer Wealth Partners’s Automatic Data Processing ADP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$234K	Sell	1,152 -98	-8%	-$22.5K	0.01%	271
2025 Q4	$322K	Hold	1,250	–	–	0.01%	231
2025 Q3	$367K	Sell	1,250 -1,569	-56%	-$472K	0.02%	204
2025 Q2	$869K	Buy	2,819 +541	+24%	+$166K	0.04%	114
2025 Q1	$696K	Hold	2,278	–	–	0.04%	121
2024 Q4	$667K	Sell	2,278 -625	-22%	-$185K	0.03%	122
2024 Q3	$803K	Buy	2,903 +25	+0.9%	+$6.54K	0.04%	117
2024 Q2	$687K	Sell	2,878 -55	-2%	-$13.5K	0.04%	121
2024 Q1	$733K	Buy	2,933 +67	+2%	+$16.4K	0.04%	112
2023 Q4	$668K	Hold	2,866	–	–	0.05%	91
2023 Q3	$690K	Sell	2,866 -557	-16%	-$136K	0.05%	87
2023 Q2	$752K	Buy	3,423 +576	+20%	+$124K	0.05%	87
2023 Q1	$634K	Sell	2,847 -350	-11%	-$79K	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%	+$344K	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%	+$61.8K	0.02%	158
2021 Q2	$264K	Buy	+1,327	New	+$258K	0.01%	182
2014 Q2	–	Sell	-2,961	Closed	-$201K	–	65
2014 Q1	$201K	Buy	+2,961	New	+$202K	0.05%	57