SFP
Shepherd Financial Partners’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
882
+3
| +0.3% | +$925 | 0.03% | 211 |
|
|
2025
Q1 | $269K | Buy |
879
+2
| +0.2% | +$611 | 0.03% | 202 |
|
|
2024
Q4 | $257K | Buy |
877
+28
| +3% | +$8.2K | 0.03% | 194 |
|
|
2024
Q3 | $235K | Buy |
849
+3
| +0.4% | +$830 | 0.03% | 202 |
|
|
2024
Q2 | $202K | Buy |
846
+2
| +0.2% | +$477 | 0.03% | 210 |
|
|
2024
Q1 | $211K | Buy |
+844
| New | +$211K | 0.03% | 205 |
|
|
2023
Q4 | – | Sell |
-965
| Closed | -$232K | – | 211 |
|
|
2023
Q3 | $232K | Buy |
+965
| New | +$232K | 0.04% | 177 |
|
|
2023
Q2 | – | Sell |
-903
| Closed | -$201K | – | 187 |
|
|
2023
Q1 | $201K | Buy |
903
+4
| +0.4% | +$890 | 0.03% | 176 |
|
|
2022
Q4 | $215K | Sell |
899
-20
| -2% | -$4.78K | 0.04% | 164 |
|
|
2022
Q3 | $208K | Sell |
919
-92
| -9% | -$20.8K | 0.04% | 161 |
|
|
2022
Q2 | $212K | Sell |
1,011
-73
| -7% | -$15.3K | 0.04% | 157 |
|
|
2022
Q1 | $248K | Buy |
1,084
+25
| +2% | +$5.72K | 0.04% | 149 |
|
|
2021
Q4 | $261K | Buy |
1,059
+16
| +2% | +$3.94K | 0.05% | 140 |
|
|
2021
Q3 | $209K | Sell |
1,043
-118
| -10% | -$23.6K | 0.04% | 147 |
|
|
2021
Q2 | $231K | Buy |
1,161
+33
| +3% | +$6.57K | 0.04% | 139 |
|
|
2021
Q1 | $213K | Buy |
+1,128
| New | +$213K | 0.05% | 137 |
|
|
2020
Q3 | – | Sell |
-1,954
| Closed | -$291K | – | 129 |
|
|
2020
Q2 | $291K | Buy |
1,954
+4
| +0.2% | +$596 | 0.08% | 108 |
|
|
2020
Q1 | $266K | Sell |
1,950
-44
| -2% | -$6K | 0.09% | 104 |
|
|
2019
Q4 | $339K | Buy |
1,994
+8
| +0.4% | +$1.36K | 0.08% | 104 |
|
|
2019
Q3 | $319K | Sell |
1,986
-108
| -5% | -$17.3K | 0.08% | 101 |
|
|
2019
Q2 | $346K | Sell |
2,094
-84
| -4% | -$13.9K | 0.07% | 104 |
|
|
2019
Q1 | $348K | Buy |
2,178
+5
| +0.2% | +$799 | 0.07% | 103 |
|
|
2018
Q4 | $284K | Buy |
2,173
+483
| +29% | +$63.1K | 0.06% | 106 |
|
|
2018
Q3 | $226K | Sell |
1,690
-4
| -0.2% | -$535 | 0.05% | 117 |
|
|
2018
Q2 | $229K | Buy |
+1,694
| New | +$229K | 0.05% | 116 |
|
|
2018
Q1 | – | Sell |
-6,498
| Closed | -$762K | – | 114 |
|
|
2017
Q4 | $762K | Hold |
6,498
| – | – | 0.18% | 65 |
|
|
2017
Q3 | $738K | Hold |
6,498
| – | – | 0.17% | 71 |
|
|
2017
Q2 | $673K | Hold |
6,498
| – | – | 0.16% | 69 |
|
|
2017
Q1 | $663K | Sell |
6,498
-24
| -0.4% | -$2.45K | 0.17% | 71 |
|
|
2016
Q4 | $676K | Buy |
+6,522
| New | +$676K | 0.19% | 71 |
|