Summit Financial’s Automatic Data Processing ADP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.44M	Sell	16,772 -1,311	-7%	-$301K	0.04%	419
2025 Q4	$4.68M	Sell	18,083 -738	-4%	-$196K	0.07%	283
2025 Q3	$5.52M	Sell	18,821 -303	-2%	-$91.2K	0.08%	234
2025 Q2	$5.93M	Sell	19,124 -1,095	-5%	-$336K	0.13%	138
2025 Q1	$6.18M	Buy	20,219 +870	+4%	+$262K	0.17%	116
2024 Q4	$5.69M	Buy	19,349 +2,502	+15%	+$739K	0.2%	99
2024 Q3	$4.69M	Buy	16,847 +104	+0.6%	+$27.2K	0.18%	96
2024 Q2	$4.02M	Buy	16,743 +5,596	+50%	+$1.37M	0.18%	91
2024 Q1	$2.8M	Buy	11,147 +153	+1%	+$37.4K	0.17%	77
2023 Q4	$2.58M	Buy	10,994 +483	+5%	+$113K	0.17%	82
2023 Q3	$2.54M	Buy	10,511 +30	+0.3%	+$7.32K	0.19%	77
2023 Q2	$2.32M	Buy	10,481 +2,874	+38%	+$620K	0.17%	77
2023 Q1	$1.7M	Sell	7,607 -133	-2%	-$30K	0.15%	75
2022 Q4	$1.85M	Buy	7,740 +421	+6%	+$103K	0.17%	68
2022 Q3	$1.66M	Buy	7,319 +1,541	+27%	+$364K	0.16%	69
2022 Q2	$1.22M	Sell	5,778 -597	-9%	-$131K	0.11%	83
2022 Q1	$1.46M	Buy	6,375 +811	+15%	+$174K	0.11%	87
2021 Q4	$1.38M	Buy	5,564 +689	+14%	+$156K	0.11%	86
2021 Q3	$979K	Buy	+4,875	New	+$1M	0.08%	85