Strategic Wealth Partners’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 | $150K | Buy |
+486
| New | +$150K | 0.01% | 349 |
|
|
2023
Q4 | – | Sell |
-892
| Closed | -$215K | – | 275 |
|
|
2023
Q3 | $215K | Sell |
892
-42
| -4% | -$10.1K | 0.03% | 270 |
|
|
2023
Q2 | $205K | Sell |
934
-192
| -17% | -$42.2K | 0.03% | 273 |
|
|
2023
Q1 | $251K | Buy |
+1,126
| New | +$251K | 0.04% | 233 |
|
|
2022
Q1 | – | Sell |
-849
| Closed | -$209K | – | 253 |
|
|
2021
Q4 | $209K | Sell |
849
-180
| -17% | -$44.3K | 0.04% | 269 |
|
|
2021
Q3 | $206K | Buy |
+1,029
| New | +$206K | 0.06% | 226 |
|
|
2019
Q1 | – | Sell |
-3
| Closed | – | – | 763 |
|
|
2018
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 678 |
|
|
2018
Q2 | – | Sell |
-108
| Closed | -$12K | – | 742 |
|
|
2018
Q1 | $12K | Hold |
108
| – | – | 0.01% | 459 |
|
|
2017
Q4 | $13K | Buy |
+108
| New | +$13K | 0.01% | 428 |
|