Regent Peak Wealth Advisors’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
Q1 | $1,000K | Sell |
3,272
-382
| -10% | -$117K | 0.24% | 47 |
|
|
2024
Q4 | $1.07M | Sell |
3,654
-6,174
| -63% | -$1.81M | 0.24% | 45 |
|
|
2024
Q3 | $2.72M | Sell |
9,828
-915
| -9% | -$253K | 0.62% | 29 |
|
|
2024
Q2 | $2.56M | Sell |
10,743
-394
| -4% | -$94K | 0.59% | 39 |
|
|
2024
Q1 | $2.78M | Sell |
11,137
-490
| -4% | -$122K | 0.71% | 31 |
|
|
2023
Q4 | $2.71M | Buy |
11,627
+139
| +1% | +$32.4K | 0.73% | 34 |
|
|
2023
Q3 | $2.76M | Buy |
11,488
+58
| +0.5% | +$14K | 0.84% | 24 |
|
|
2023
Q2 | $2.51M | Buy |
11,430
+134
| +1% | +$29.5K | 0.73% | 31 |
|
|
2023
Q1 | $2.51M | Buy |
11,296
+183
| +2% | +$40.7K | 0.78% | 29 |
|
|
2022
Q4 | $2.67M | Buy |
11,113
+477
| +4% | +$115K | 0.87% | 25 |
|
|
2022
Q3 | $2.42M | Buy |
10,636
+66
| +0.6% | +$15K | 0.85% | 25 |
|
|
2022
Q2 | $2.22M | Buy |
10,570
+46
| +0.4% | +$9.66K | 0.73% | 32 |
|
|
2022
Q1 | $2.4M | Sell |
10,524
-340
| -3% | -$77.4K | 0.69% | 31 |
|
|
2021
Q4 | $2.68M | Sell |
10,864
-48
| -0.4% | -$11.8K | 0.73% | 26 |
|
|
2021
Q3 | $2.18M | Buy |
10,912
+173
| +2% | +$34.6K | 0.63% | 34 |
|
|
2021
Q2 | $2.25M | Buy |
10,739
+240
| +2% | +$50.3K | 0.63% | 33 |
|
|
2021
Q1 | $1.98M | Buy |
10,499
+748
| +8% | +$141K | 0.65% | 35 |
|
|
2020
Q4 | $1.72M | Buy |
9,751
+383
| +4% | +$67.5K | 0.57% | 35 |
|
|
2020
Q3 | $1.31M | Buy |
9,368
+546
| +6% | +$76.2K | 0.56% | 44 |
|
|
2020
Q2 | $1.31M | Buy |
8,822
+976
| +12% | +$145K | 0.6% | 37 |
|
|
2020
Q1 | $1.07M | Sell |
7,846
-418
| -5% | -$57.1K | 0.6% | 33 |
|
|
2019
Q4 | $1.41M | Buy |
+8,264
| New | +$1.41M | 0.64% | 29 |
|