Patriot Financial Group Insurance Agency’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 | $531K | Buy |
1,722
+50
| +3% | +$15.4K | 0.06% | 301 |
|
|
2025
Q1 | $511K | Buy |
1,672
+97
| +6% | +$29.6K | 0.07% | 291 |
|
|
2024
Q4 | $461K | Sell |
1,575
-10
| -0.6% | -$2.93K | 0.06% | 293 |
|
|
2024
Q3 | $439K | Buy |
1,585
+3
| +0.2% | +$830 | 0.06% | 312 |
|
|
2024
Q2 | $378K | Sell |
1,582
-70
| -4% | -$16.7K | 0.06% | 314 |
|
|
2024
Q1 | $413K | Buy |
1,652
+148
| +10% | +$37K | 0.07% | 299 |
|
|
2023
Q4 | $350K | Buy |
1,504
+10
| +0.7% | +$2.33K | 0.07% | 304 |
|
|
2023
Q3 | $359K | Buy |
1,494
+3
| +0.2% | +$722 | 0.07% | 297 |
|
|
2023
Q2 | $328K | Sell |
1,491
-247
| -14% | -$54.3K | 0.06% | 318 |
|
|
2023
Q1 | $387K | Buy |
1,738
+72
| +4% | +$16K | 0.08% | 275 |
|
|
2022
Q4 | $398K | Buy |
+1,666
| New | +$398K | 0.05% | 249 |
|
|
2022
Q3 | – | Sell |
-629
| Closed | -$132K | – | 431 |
|
|
2022
Q2 | $132K | Sell |
629
-7
| -1% | -$1.47K | 0.03% | 474 |
|
|
2022
Q1 | $145K | Sell |
636
-257
| -29% | -$58.6K | 0.03% | 478 |
|
|
2021
Q4 | $220K | Sell |
893
-110
| -11% | -$27.1K | 0.04% | 422 |
|
|
2021
Q3 | $200K | Sell |
1,003
-108
| -10% | -$21.5K | 0.04% | 447 |
|
|
2021
Q2 | $221K | Buy |
1,111
+169
| +18% | +$33.6K | 0.04% | 409 |
|
|
2021
Q1 | $178K | Sell |
942
-1
| -0.1% | -$189 | 0.04% | 415 |
|
|
2020
Q4 | $166K | Buy |
943
+444
| +89% | +$78.2K | 0.04% | 384 |
|
|
2020
Q3 | $70K | Sell |
499
-11
| -2% | -$1.54K | 0.02% | 468 |
|
|
2020
Q2 | $76K | Hold |
510
| – | – | 0.03% | 417 |
|
|
2020
Q1 | $70K | Buy |
510
+58
| +13% | +$7.96K | 0.03% | 383 |
|
|
2019
Q4 | $77K | Hold |
452
| – | – | 0.03% | 392 |
|
|
2019
Q3 | $73K | Sell |
452
-276
| -38% | -$44.6K | 0.03% | 365 |
|
|
2019
Q2 | $118K | Sell |
728
-60
| -8% | -$9.73K | 0.05% | 284 |
|
|
2019
Q1 | $126K | Buy |
788
+8
| +1% | +$1.28K | 0.06% | 231 |
|
|
2018
Q4 | $102K | Buy |
780
+583
| +296% | +$76.2K | 0.07% | 209 |
|
|
2018
Q3 | $30K | Buy |
197
+71
| +56% | +$10.8K | 0.02% | 395 |
|
|
2018
Q2 | $17K | Sell |
126
-7
| -5% | -$944 | 0.02% | 313 |
|
|
2018
Q1 | $15K | Buy |
133
+1
| +0.8% | +$113 | 0.01% | 523 |
|
|
2017
Q4 | $16K | Hold |
132
| – | – | 0.01% | 490 |
|
|
2017
Q3 | $15K | Buy |
132
+1
| +0.8% | +$114 | 0.01% | 459 |
|
|
2017
Q2 | $14K | Hold |
131
| – | – | 0.01% | 454 |
|
|
2017
Q1 | $13K | Hold |
131
| – | – | 0.01% | 440 |
|
|
2016
Q4 | $14K | Buy |
+131
| New | +$14K | 0.02% | 407 |
|