Pacific Capital Wealth 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
Q1 | – | Sell |
-450
| Closed | -$132K | – | 90 |
|
|
2024
Q4 | $132K | Hold |
450
| – | – | 0.02% | 101 |
|
|
2024
Q3 | $125K | Hold |
450
| – | – | 0.02% | 102 |
|
|
2024
Q2 | $107K | Hold |
450
| – | – | 0.02% | 104 |
|
|
2024
Q1 | $112K | Hold |
450
| – | – | 0.03% | 93 |
|
|
2023
Q4 | $105K | Buy |
+450
| New | +$105K | 0.03% | 95 |
|
|
2020
Q4 | – | Sell |
-268
| Closed | -$37K | – | 69 |
|
|
2020
Q3 | $37K | Buy |
+268
| New | +$37K | 0.02% | 115 |
|