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Sonoma Private Wealth’s Automatic Data Processing ADP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$485K Sell
1,572
-94
-6% -$29K 0.59% 45
2025
Q1
$509K Buy
1,666
+8
+0.5% +$2.44K 0.71% 43
2024
Q4
$485K Sell
1,658
-31
-2% -$9.08K 0.78% 46
2024
Q3
$467K Buy
+1,689
New +$467K 0.73% 49