Sequoia Financial Advisors’s Automatic Data Processing ADP Stock Holding History

Sequoia Financial Advisors’s Portfolio ADP Stock Details ADP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.46M	Sell	12,104 -796	-6%	-$183K	0.01%	538
2025 Q4	$3.32M	Buy	12,900 +2,559	+25%	+$681K	0.02%	424
2025 Q3	$3.04M	Sell	10,341 -1,608	-13%	-$484K	0.02%	415
2025 Q2	$3.69M	Buy	11,949 +1,799	+18%	+$553K	0.03%	341
2025 Q1	$3.1M	Sell	10,150 -205	-2%	-$61.8K	0.02%	350
2024 Q4	$3.03M	Buy	10,355 +1,423	+16%	+$421K	0.03%	325
2024 Q3	$2.47M	Buy	8,932 +922	+12%	+$241K	0.03%	331
2024 Q2	$1.91M	Buy	8,010 +294	+4%	+$72.2K	0.02%	336
2024 Q1	$1.93M	Sell	7,716 -6,675	-46%	-$1.63M	0.02%	331
2023 Q4	$3.35M	Buy	14,391 +7,894	+122%	+$1.84M	0.04%	258
2023 Q3	$1.56M	Buy	6,497 +152	+2%	+$37.1K	0.03%	264
2023 Q2	$1.39M	Buy	6,345 +114	+2%	+$24.6K	0.02%	291
2023 Q1	$1.39M	Sell	6,231 -241	-4%	-$54.4K	0.03%	265
2022 Q4	$1.55M	Buy	6,472 +1,100	+20%	+$270K	0.04%	228
2022 Q3	$1.22M	Sell	5,372 -231	-4%	-$54.5K	0.04%	197
2022 Q2	$1.18M	Buy	5,603 +474	+9%	+$104K	0.03%	213
2022 Q1	$1.17M	Buy	5,129 +928	+22%	+$199K	0.03%	237
2021 Q4	$1.04M	Buy	4,201 +2,991	+247%	+$677K	0.03%	235
2021 Q3	$242K	Sell	1,210 -3,262	-73%	-$672K	0.02%	227
2021 Q2	$888K	Buy	4,472 +438	+11%	+$85.1K	0.03%	215
2021 Q1	$760K	Sell	4,034 -104	-3%	-$18.1K	0.03%	211
2020 Q4	$729K	Buy	4,138 +726	+21%	+$119K	0.03%	205
2020 Q3	$476K	Sell	3,412 -1,415	-29%	-$198K	0.03%	232
2020 Q2	$719K	Buy	4,827 +788	+20%	+$113K	0.04%	183
2020 Q1	$552K	Sell	4,039 -185	-4%	-$29.8K	0.04%	182
2019 Q4	$720K	Buy	4,224 +169	+4%	+$28K	0.05%	174
2019 Q3	$655K	Buy	4,055 +159	+4%	+$26.3K	0.05%	166
2019 Q2	$644K	Sell	3,896 -423	-10%	-$68.7K	0.05%	166
2019 Q1	$690K	Buy	4,319 +122	+3%	+$17.7K	0.06%	150
2018 Q4	$550K	Hold	4,197	–	–	0.06%	140
2018 Q3	$632K	Sell	4,197 -259	-6%	-$36.6K	0.06%	144
2018 Q2	$598K	Hold	4,456	–	–	0.06%	141
2018 Q1	$506K	Sell	4,456 -118	-3%	-$13.8K	0.05%	161
2017 Q4	$536K	Buy	4,574 +17	+0.4%	+$1.94K	0.06%	157
2017 Q3	$498K	Buy	4,557 +61	+1%	+$6.53K	0.06%	151
2017 Q2	$461K	Hold	4,496	–	–	0.06%	158
2017 Q1	$460K	Buy	4,496 +47	+1%	+$4.79K	0.06%	147
2016 Q4	$457K	Buy	4,449 +638	+17%	+$59.5K	0.07%	145
2016 Q3	$336K	Buy	3,811 +64	+2%	+$5.8K	0.06%	156
2016 Q2	$344K	Buy	3,747 +20	+0.5%	+$1.77K	0.1%	153
2016 Q1	$334K	Sell	3,727 -567	-13%	-$47.5K	0.11%	129
2015 Q4	$364K	Sell	4,294 -128	-3%	-$11K	0.15%	106
2015 Q3	$355K	Buy	4,422 +825	+23%	+$66.1K	0.15%	106
2015 Q2	$289K	Buy	+3,597	New	+$307K	0.12%	143