Stockman 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 | $259K | Sell |
841
-79
| -9% | -$24.4K | 0.04% | 146 |
|
|
2025
Q1 | $281K | Hold |
920
| – | – | 0.04% | 135 |
|
|
2024
Q4 | $269K | Hold |
920
| – | – | 0.04% | 143 |
|
|
2024
Q3 | $255K | Buy |
+920
| New | +$255K | 0.04% | 155 |
|
|
2024
Q2 | – | Sell |
-805
| Closed | -$201K | – | 177 |
|
|
2024
Q1 | $201K | Sell |
805
-77
| -9% | -$19.2K | 0.04% | 172 |
|
|
2023
Q4 | $205K | Hold |
882
| – | – | 0.04% | 164 |
|
|
2023
Q3 | $212K | Buy |
+882
| New | +$212K | 0.05% | 169 |
|
|
2023
Q1 | – | Sell |
-882
| Closed | -$211K | – | 203 |
|
|
2022
Q4 | $211K | Buy |
+882
| New | +$211K | 0.05% | 180 |
|
|
2022
Q1 | – | Sell |
-832
| Closed | -$205K | – | 197 |
|
|
2021
Q4 | $205K | Buy |
+832
| New | +$205K | 0.04% | 200 |
|