Pinnacle Wealth Planning Services’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 | $569K | Buy |
1,845
+230
| +14% | +$70.9K | 0.07% | 170 |
|
2025
Q1 | $493K | Buy |
1,615
+81
| +5% | +$24.7K | 0.07% | 168 |
|
2024
Q4 | $449K | Sell |
1,534
-968
| -39% | -$283K | 0.07% | 172 |
|
2024
Q3 | $692K | Sell |
2,502
-8
| -0.3% | -$2.21K | 0.09% | 139 |
|
2024
Q2 | $599K | Buy |
2,510
+517
| +26% | +$123K | 0.09% | 151 |
|
2024
Q1 | $498K | Sell |
1,993
-4
| -0.2% | -$999 | 0.07% | 192 |
|
2023
Q4 | $465K | Sell |
1,997
-6
| -0.3% | -$1.4K | 0.07% | 186 |
|
2023
Q3 | $482K | Sell |
2,003
-14
| -0.7% | -$3.37K | 0.08% | 169 |
|
2023
Q2 | $443K | Sell |
2,017
-41
| -2% | -$9.01K | 0.07% | 186 |
|
2023
Q1 | $458K | Buy |
2,058
+2
| +0.1% | +$445 | 0.08% | 189 |
|
2022
Q4 | $491K | Sell |
2,056
-8
| -0.4% | -$1.91K | 0.09% | 163 |
|
2022
Q3 | $467K | Buy |
2,064
+6
| +0.3% | +$1.36K | 0.09% | 152 |
|
2022
Q2 | $432K | Buy |
2,058
+98
| +5% | +$20.6K | 0.08% | 174 |
|
2022
Q1 | $446K | Buy |
1,960
+478
| +32% | +$109K | 0.08% | 182 |
|
2021
Q4 | $365K | Buy |
1,482
+184
| +14% | +$45.3K | 0.07% | 220 |
|
2021
Q3 | $259K | Sell |
1,298
-18
| -1% | -$3.59K | 0.06% | 267 |
|
2021
Q2 | $262K | Buy |
1,316
+14
| +1% | +$2.79K | 0.06% | 257 |
|
2021
Q1 | $245K | Buy |
1,302
+189
| +17% | +$35.6K | 0.06% | 253 |
|
2020
Q4 | $196K | Buy |
+1,113
| New | +$196K | 0.05% | 280 |
|
2020
Q2 | – | Sell |
-1,494
| Closed | -$203K | – | 268 |
|
2020
Q1 | $203K | Buy |
1,494
+195
| +15% | +$26.5K | 0.1% | 192 |
|
2019
Q4 | $221K | Buy |
+1,299
| New | +$221K | 0.1% | 193 |
|