Phillips Wealth Planners’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 | $403K | Sell |
1,314
-4
| -0.3% | -$1.23K | 0.37% | 95 |
|
|
2025
Q1 | $395K | Buy |
1,318
+127
| +11% | +$38K | 0.42% | 83 |
|
|
2024
Q4 | $342K | Buy |
1,191
+9
| +0.8% | +$2.58K | 0.34% | 100 |
|
|
2024
Q3 | $344K | Sell |
1,182
-9
| -0.8% | -$2.62K | 0.33% | 112 |
|
|
2024
Q2 | $279K | Sell |
1,191
-39
| -3% | -$9.13K | 0.29% | 131 |
|
|
2024
Q1 | $300K | Buy |
1,230
+67
| +6% | +$16.4K | 0.35% | 110 |
|
|
2023
Q4 | $275K | Sell |
1,163
-11
| -0.9% | -$2.6K | 0.33% | 112 |
|
|
2023
Q3 | $289K | Sell |
1,174
-869
| -43% | -$214K | 0.39% | 98 |
|
|
2023
Q2 | $449K | Buy |
2,043
+28
| +1% | +$6.15K | 0.59% | 61 |
|
|
2023
Q1 | $446K | Buy |
+2,015
| New | +$446K | 0.59% | 56 |
|