Shakespeare Wealth Management’s Automatic Data Processing ADP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$324K	Buy	1,595 +9	+0.6%	+$2.06K	0.08%	77
2025 Q4	$408K	Buy	1,586 +3	+0.2%	+$799	0.09%	73
2025 Q3	$465K	Buy	1,583 +2	+0.1%	+$602	0.11%	69
2025 Q2	$488K	Sell	1,581 -160	-9%	-$49.1K	0.13%	61
2025 Q1	$532K	Hold	1,741	–	–	0.14%	59
2024 Q4	$510K	Hold	1,741	–	–	0.14%	64
2024 Q3	$482K	Buy	1,741 +6	+0.3%	+$1.57K	0.13%	66
2024 Q2	$414K	Hold	1,735	–	–	0.12%	64
2024 Q1	$433K	Hold	1,735	–	–	0.13%	59
2023 Q4	$404K	Hold	1,735	–	–	0.13%	59
2023 Q3	$417K	Sell	1,735 -13	-0.7%	-$3.17K	0.15%	58
2023 Q2	$384K	Hold	1,748	–	–	0.13%	59
2023 Q1	$389K	Hold	1,748	–	–	0.14%	57
2022 Q4	$418K	Hold	1,748	–	–	0.15%	53
2022 Q3	$395K	Buy	1,748 +11	+0.6%	+$2.6K	0.17%	52
2022 Q2	$369K	Hold	1,737	–	–	0.15%	51
2022 Q1	$409K	Buy	1,737 +2	+0.1%	+$428	0.15%	51
2021 Q4	$428K	Hold	1,735	–	–	0.15%	51
2021 Q3	$350K	Hold	1,735	–	–	0.13%	56
2021 Q2	$370K	Sell	1,735 -100	-5%	-$19.4K	0.14%	55
2021 Q1	$346K	Hold	1,835	–	–	0.14%	55
2020 Q4	$323K	Hold	1,835	–	–	0.14%	51
2020 Q3	$256K	Sell	1,835 -227	-11%	-$31.8K	0.13%	56
2020 Q2	$307K	Hold	2,062	–	–	0.18%	48
2020 Q1	$282K	Buy	2,062 +227	+12%	+$36.6K	0.2%	48
2019 Q4	$313K	Hold	1,835	–	–	0.17%	60
2019 Q3	$296K	Hold	1,835	–	–	0.17%	61
2019 Q2	$303K	Hold	1,835	–	–	0.2%	57
2019 Q1	$293K	Hold	1,835	–	–	0.22%	39
2018 Q4	$241K	Hold	1,835	–	–	0.19%	41
2018 Q3	$276K	Hold	1,835	–	–	0.21%	36
2018 Q2	$246K	Hold	1,835	–	–	0.22%	35
2018 Q1	$208K	Buy	+1,835	New	+$214K	0.18%	38