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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $465K | Buy |
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|
2025
Q2 | $488K | Sell |
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|
2025
Q1 | $532K | Hold |
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|
2024
Q4 | $510K | Hold |
|
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|
2024
Q3 | $482K | Buy |
|
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|
2024
Q2 | $414K | Hold |
|
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|
2024
Q1 | $433K | Hold |
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|
2023
Q4 | $404K | Hold |
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|
2023
Q3 | $417K | Sell |
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|
2023
Q2 | $384K | Hold |
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|
2023
Q1 | $389K | Hold |
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|
2022
Q4 | $418K | Hold |
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|
2022
Q3 | $395K | Buy |
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|
2022
Q2 | $369K | Hold |
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|
2022
Q1 | $409K | Buy |
|
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|
2021
Q4 | $428K | Hold |
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|
2021
Q3 | $350K | Hold |
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|
2021
Q2 | $370K | Sell |
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|
2021
Q1 | $346K | Hold |
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|
2020
Q4 | $323K | Hold |
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|
2020
Q3 | $256K | Sell |
|
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|
2020
Q2 | $307K | Hold |
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|
2020
Q1 | $282K | Buy |
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|
2019
Q4 | $313K | Hold |
|
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|
2019
Q3 | $296K | Hold |
|
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|
2019
Q2 | $303K | Hold |
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|
2019
Q1 | $293K | Hold |
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|
2018
Q4 | $241K | Hold |
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|
2018
Q3 | $276K | Hold |
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|
2018
Q2 | $246K | Hold |
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|
2018
Q1 | $208K | Buy |
|