Smith Salley 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 | $289K | Buy |
+936
| New | +$289K | 0.02% | 221 |
|
|
2017
Q3 | – | Sell |
-2,673
| Closed | -$274K | – | 173 |
|
|
2017
Q2 | $274K | Sell |
2,673
-114
| -4% | -$11.7K | 0.06% | 145 |
|
|
2017
Q1 | $285K | Buy |
2,787
+601
| +27% | +$61.5K | 0.06% | 136 |
|
|
2016
Q4 | $225K | Buy |
+2,186
| New | +$225K | 0.05% | 144 |
|
|
2016
Q3 | – | Sell |
-2,436
| Closed | -$224K | – | 156 |
|
|
2016
Q2 | $224K | Buy |
2,436
+30
| +1% | +$2.76K | 0.05% | 146 |
|
|
2016
Q1 | $216K | Hold |
2,406
| – | – | 0.05% | 146 |
|
|
2015
Q4 | $204K | Buy |
+2,406
| New | +$204K | 0.05% | 153 |
|
|
2015
Q1 | – | Sell |
-19,526
| Closed | -$1.63M | – | 164 |
|
|
2014
Q4 | $1.63M | Buy |
19,526
+1,131
| +6% | +$94.3K | 0.42% | 73 |
|
|
2014
Q3 | $1.34M | Sell |
18,395
-524
| -3% | -$38.2K | 0.36% | 87 |
|
|
2014
Q2 | $1.32M | Buy |
18,919
+8,346
| +79% | +$581K | 0.35% | 87 |
|
|
2014
Q1 | $717K | Buy |
10,573
+2,947
| +39% | +$200K | 0.45% | 56 |
|
|
2013
Q4 | $541K | Buy |
7,626
+2,683
| +54% | +$190K | 0.35% | 58 |
|
|
2013
Q3 | $314K | Buy |
+4,943
| New | +$314K | 0.25% | 61 |
|