Partnership Wealth Management’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
$630K Hold
2,043
0.51% 40
2025
Q1
$624K Hold
2,043
0.53% 39
2024
Q4
$598K Hold
2,043
0.5% 40
2024
Q3
$565K Hold
2,043
0.4% 43
2024
Q2
$488K Sell
2,043
-50
-2% -$11.9K 0.36% 55
2024
Q1
$523K Hold
2,093
0.37% 59
2023
Q4
$514K Buy
+2,093
New +$514K 0.39% 55