Sequoia Financial 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
Q2
$3.69M Buy
11,949
+1,799
+18% +$555K 0.03% 339
2025
Q1
$3.1M Sell
10,150
-205
-2% -$62.6K 0.02% 348
2024
Q4
$3.03M Buy
10,355
+1,423
+16% +$417K 0.03% 323
2024
Q3
$2.47M Buy
8,932
+922
+12% +$255K 0.03% 331
2024
Q2
$1.91M Buy
8,010
+294
+4% +$70.2K 0.02% 334
2024
Q1
$1.93M Sell
7,716
-6,675
-46% -$1.67M 0.02% 330
2023
Q4
$3.35M Buy
14,391
+7,894
+122% +$1.84M 0.04% 258
2023
Q3
$1.56M Buy
6,497
+152
+2% +$36.6K 0.03% 264
2023
Q2
$1.39M Buy
6,345
+114
+2% +$25.1K 0.02% 291
2023
Q1
$1.39M Sell
6,231
-241
-4% -$53.7K 0.03% 265
2022
Q4
$1.55M Buy
6,472
+1,100
+20% +$263K 0.04% 228
2022
Q3
$1.22M Sell
5,372
-231
-4% -$52.2K 0.04% 197
2022
Q2
$1.18M Buy
5,603
+474
+9% +$99.6K 0.03% 213
2022
Q1
$1.17M Buy
5,129
+928
+22% +$211K 0.03% 237
2021
Q4
$1.04M Buy
4,201
+2,991
+247% +$738K 0.03% 235
2021
Q3
$242K Sell
1,210
-3,262
-73% -$652K 0.02% 227
2021
Q2
$888K Buy
4,472
+438
+11% +$87K 0.03% 215
2021
Q1
$760K Sell
4,034
-104
-3% -$19.6K 0.03% 211
2020
Q4
$729K Buy
4,138
+726
+21% +$128K 0.03% 205
2020
Q3
$476K Sell
3,412
-1,415
-29% -$197K 0.03% 232
2020
Q2
$719K Buy
4,827
+788
+20% +$117K 0.04% 183
2020
Q1
$552K Sell
4,039
-185
-4% -$25.3K 0.04% 182
2019
Q4
$720K Buy
4,224
+169
+4% +$28.8K 0.05% 174
2019
Q3
$655K Buy
4,055
+159
+4% +$25.7K 0.05% 166
2019
Q2
$644K Sell
3,896
-423
-10% -$69.9K 0.05% 166
2019
Q1
$690K Buy
4,319
+122
+3% +$19.5K 0.06% 150
2018
Q4
$550K Hold
4,197
0.06% 140
2018
Q3
$632K Sell
4,197
-259
-6% -$39K 0.06% 144
2018
Q2
$598K Hold
4,456
0.06% 141
2018
Q1
$506K Sell
4,456
-118
-3% -$13.4K 0.05% 161
2017
Q4
$536K Buy
4,574
+17
+0.4% +$1.99K 0.06% 157
2017
Q3
$498K Buy
4,557
+61
+1% +$6.67K 0.06% 151
2017
Q2
$461K Hold
4,496
0.06% 158
2017
Q1
$460K Buy
4,496
+47
+1% +$4.81K 0.06% 147
2016
Q4
$457K Buy
4,449
+638
+17% +$65.5K 0.07% 145
2016
Q3
$336K Buy
3,811
+64
+2% +$5.64K 0.06% 156
2016
Q2
$344K Buy
3,747
+20
+0.5% +$1.84K 0.1% 153
2016
Q1
$334K Sell
3,727
-567
-13% -$50.8K 0.11% 129
2015
Q4
$364K Sell
4,294
-128
-3% -$10.9K 0.15% 106
2015
Q3
$355K Buy
4,422
+825
+23% +$66.2K 0.15% 106
2015
Q2
$289K Buy
+3,597
New +$289K 0.12% 143