Summit Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $814K | Hold |
|
|||||
|
2025
Q2 | $856K | Hold |
|
|||||
|
2025
Q1 | $848K | Buy |
|
|||||
|
2024
Q4 | $812K | Buy |
|
|||||
|
2024
Q3 | $709K | Hold |
|
|||||
|
2024
Q2 | $611K | Hold |
|
|||||
|
2024
Q1 | $640K | Hold |
|
|||||
|
2023
Q4 | $597K | Hold |
|
|||||
|
2023
Q3 | $616K | Hold |
|
|||||
|
2023
Q2 | $563K | Sell |
|
|||||
|
2023
Q1 | $590K | Sell |
|
|||||
|
2022
Q4 | $650K | Hold |
|
|||||
|
2022
Q3 | $616K | Buy |
|
|||||
|
2022
Q2 | $557K | Hold |
|
|||||
|
2022
Q1 | $603K | Hold |
|
|||||
|
2021
Q4 | $653K | Hold |
|
|||||
|
2021
Q3 | $530K | Hold |
|
|||||
|
2021
Q2 | $526K | Hold |
|
|||||
|
2021
Q1 | $499K | Hold |
|
|||||
|
2020
Q4 | $467K | Hold |
|
|||||
|
2020
Q3 | $370K | Hold |
|
|||||
|
2020
Q2 | $395K | Hold |
|
|||||
|
2020
Q1 | $362K | Hold |
|
|||||
|
2019
Q4 | $452K | Buy |
|