Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Sell |
1,970
-11
| -0.6% | -$3.39K | 0.07% | 253 |
|
|
2025
Q1 | $605K | Sell |
1,981
-470
| -19% | -$144K | 0.08% | 226 |
|
|
2024
Q4 | $717K | Buy |
2,451
+520
| +27% | +$152K | 0.09% | 199 |
|
|
2024
Q3 | $534K | Buy |
+1,931
| New | +$534K | 0.07% | 243 |
|
|
2022
Q1 | – | Sell |
-874
| Closed | -$216K | – | 354 |
|
|
2021
Q4 | $216K | Buy |
+874
| New | +$216K | 0.03% | 349 |
|
|
2020
Q1 | – | Sell |
-7,004
| Closed | -$1.19M | – | 273 |
|
|
2019
Q4 | $1.19M | Sell |
7,004
-241
| -3% | -$40.8K | 0.23% | 104 |
|
|
2019
Q3 | $1.17M | Buy |
7,245
+78
| +1% | +$12.6K | 0.24% | 108 |
|
|
2019
Q2 | $1.19M | Buy |
7,167
+2,515
| +54% | +$416K | 0.24% | 105 |
|
|
2019
Q1 | $743K | Sell |
4,652
-11
| -0.2% | -$1.76K | 0.16% | 150 |
|
|
2018
Q4 | $611K | Sell |
4,663
-32
| -0.7% | -$4.19K | 0.16% | 142 |
|
|
2018
Q3 | $707K | Buy |
+4,695
| New | +$707K | 0.15% | 168 |
|