Sendero Wealth Management’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,980
| Closed | -$1.99M | – | 157 |
|
|
2024
Q1 | $1.99M | Sell |
7,980
-27
| -0.3% | -$6.74K | 0.34% | 55 |
|
|
2023
Q4 | $1.87M | Buy |
8,007
+110
| +1% | +$25.6K | 0.35% | 57 |
|
|
2023
Q3 | $1.9M | Buy |
7,897
+1,407
| +22% | +$338K | 0.41% | 51 |
|
|
2023
Q2 | $1.43M | Sell |
6,490
-1,985
| -23% | -$436K | 0.31% | 62 |
|
|
2023
Q1 | $1.89M | Buy |
8,475
+1,917
| +29% | +$427K | 0.58% | 40 |
|
|
2022
Q4 | $1.57M | Buy |
6,558
+552
| +9% | +$132K | 0.56% | 36 |
|
|
2022
Q3 | $1.36M | Buy |
6,006
+335
| +6% | +$75.7K | 0.57% | 26 |
|
|
2022
Q2 | $1.19M | Buy |
+5,671
| New | +$1.19M | 1.14% | 26 |
|
|
2022
Q1 | – | Sell |
-6,260
| Closed | -$1.54M | – | 79 |
|
|
2021
Q4 | $1.54M | Buy |
+6,260
| New | +$1.54M | 0.69% | 24 |
|