Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $227K | Hold |
774
| – | – | 0.04% | 150 |
|
|
2024
Q3 | $214K | Hold |
774
| – | – | 0.04% | 159 |
|
|
2024
Q2 | $185K | Sell |
774
-1,311
| -63% | -$313K | 0.04% | 152 |
|
|
2024
Q1 | $521K | Buy |
2,085
+1,001
| +92% | +$250K | 0.11% | 84 |
|
|
2023
Q4 | $253K | Hold |
1,084
| – | – | 0.06% | 114 |
|
|
2023
Q3 | $261K | Hold |
1,084
| – | – | 0.07% | 103 |
|
|
2023
Q2 | $238K | Hold |
1,084
| – | – | 0.06% | 111 |
|
|
2023
Q1 | $241K | Hold |
1,084
| – | – | 0.06% | 119 |
|
|
2022
Q4 | $259K | Hold |
1,084
| – | – | 0.07% | 109 |
|
|
2022
Q3 | $246K | Hold |
1,084
| – | – | 0.06% | 107 |
|
|
2022
Q2 | $228K | Buy |
1,084
+22
| +2% | +$4.63K | 0.06% | 107 |
|
|
2022
Q1 | $242K | Buy |
1,062
+3
| +0.3% | +$684 | 0.06% | 107 |
|
|
2021
Q4 | $261K | Hold |
1,059
| – | – | 0.06% | 111 |
|
|
2021
Q3 | $212K | Hold |
1,059
| – | – | 0.06% | 116 |
|
|
2021
Q2 | $210K | Sell |
1,059
-101
| -9% | -$20K | 0.06% | 119 |
|
|
2021
Q1 | $219 | Buy |
1,160
+1,000
| +625% | +$189 | 0.07% | 113 |
|
|
2020
Q4 | $28K | Hold |
160
| – | – | 0.01% | 326 |
|
|
2020
Q3 | $22K | Hold |
160
| – | – | 0.01% | 338 |
|
|
2020
Q2 | $24K | Hold |
160
| – | – | 0.01% | 323 |
|
|
2020
Q1 | $22K | Hold |
160
| – | – | 0.01% | 310 |
|
|
2019
Q4 | $27K | Buy |
+160
| New | +$27K | 0.01% | 327 |
|