RSWM
Robertson Stephens Wealth Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Buy |
2,256
+147
| +7% | +$45.6K | 0.02% | 313 |
|
|
2025
Q1 | $648K | Buy |
2,109
+9
| +0.4% | +$2.76K | 0.02% | 319 |
|
|
2024
Q4 | $618K | Buy |
2,100
+12
| +0.6% | +$3.53K | 0.02% | 328 |
|
|
2024
Q3 | $581K | Sell |
2,088
-651
| -24% | -$181K | 0.02% | 377 |
|
|
2024
Q2 | $658K | Buy |
2,739
+222
| +9% | +$53.3K | 0.03% | 286 |
|
|
2024
Q1 | $632K | Sell |
2,517
-122
| -5% | -$30.6K | 0.03% | 301 |
|
|
2023
Q4 | $619K | Buy |
2,639
+136
| +5% | +$31.9K | 0.04% | 274 |
|
|
2023
Q3 | $605K | Sell |
2,503
-42
| -2% | -$10.2K | 0.04% | 276 |
|
|
2023
Q2 | $563K | Sell |
2,545
-32
| -1% | -$7.07K | 0.04% | 262 |
|
|
2023
Q1 | $597K | Buy |
2,577
+1,174
| +84% | +$272K | 0.05% | 271 |
|
|
2022
Q4 | $337K | Buy |
1,403
+21
| +2% | +$5.04K | 0.03% | 313 |
|
|
2022
Q3 | $312K | Buy |
1,382
+30
| +2% | +$6.77K | 0.03% | 272 |
|
|
2022
Q2 | $285K | Sell |
1,352
-11
| -0.8% | -$2.32K | 0.03% | 297 |
|
|
2022
Q1 | $311K | Buy |
1,363
+2
| +0.1% | +$456 | 0.03% | 305 |
|
|
2021
Q4 | $337K | Buy |
1,361
+233
| +21% | +$57.7K | 0.03% | 304 |
|
|
2021
Q3 | $226K | Sell |
1,128
-329
| -23% | -$65.9K | 0.03% | 288 |
|
|
2021
Q2 | $290K | Sell |
1,457
-331
| -19% | -$65.9K | 0.03% | 269 |
|
|
2021
Q1 | $338K | Buy |
1,788
+532
| +42% | +$101K | 0.05% | 215 |
|
|
2020
Q4 | $222K | Buy |
+1,256
| New | +$222K | 0.05% | 226 |
|