Principle Wealth Partners’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 | $3.19M | Buy |
10,331
+4
| +0% | +$1.23K | 0.2% | 93 |
|
|
2025
Q1 | $3.16M | Sell |
10,327
-635
| -6% | -$194K | 0.23% | 98 |
|
|
2024
Q4 | $3.21M | Buy |
10,962
+13
| +0.1% | +$3.81K | 0.23% | 96 |
|
|
2024
Q3 | $3.03M | Hold |
10,949
| – | – | 0.21% | 101 |
|
|
2024
Q2 | $2.61M | Buy |
10,949
+204
| +2% | +$48.7K | 0.2% | 106 |
|
|
2024
Q1 | $2.68M | Hold |
10,745
| – | – | 0.21% | 106 |
|
|
2023
Q4 | $2.5M | Hold |
10,745
| – | – | 0.22% | 102 |
|
|
2023
Q3 | $2.59M | Hold |
10,745
| – | – | 0.26% | 92 |
|
|
2023
Q2 | $2.36M | Sell |
10,745
-195
| -2% | -$42.9K | 0.24% | 93 |
|
|
2023
Q1 | $2.44M | Hold |
10,940
| – | – | 0.26% | 89 |
|
|
2022
Q4 | $2.61M | Buy |
10,940
+145
| +1% | +$34.6K | 0.3% | 82 |
|
|
2022
Q3 | $2.44K | Hold |
10,795
| – | – | 0.23% | 81 |
|
|
2022
Q2 | $2.27M | Hold |
10,795
| – | – | 0.27% | 83 |
|
|
2022
Q1 | $2.46M | Hold |
10,795
| – | – | 0.26% | 85 |
|
|
2021
Q4 | $2.66M | Sell |
10,795
-70
| -0.6% | -$17.3K | 0.28% | 75 |
|
|
2021
Q3 | $2.17M | Sell |
10,865
-465
| -4% | -$93K | 0.25% | 84 |
|
|
2021
Q2 | $2.25M | Sell |
11,330
-455
| -4% | -$90.4K | 0.26% | 83 |
|
|
2021
Q1 | $2.22M | Buy |
11,785
+1,620
| +16% | +$305K | 0.26% | 78 |
|
|
2020
Q4 | $1.79M | Buy |
+10,165
| New | +$1.79M | 0.24% | 86 |
|
|
2020
Q3 | – | Sell |
-1,288
| Closed | -$191K | – | 156 |
|
|
2020
Q2 | $191K | Buy |
+1,288
| New | +$191K | 0.06% | 153 |
|
|
2020
Q1 | – | Sell |
-1,484
| Closed | -$253K | – | 139 |
|
|
2019
Q4 | $253K | Hold |
1,484
| – | – | 0.08% | 144 |
|
|
2019
Q3 | $240K | Buy |
+1,484
| New | +$240K | 0.08% | 145 |
|