Tanager Wealth Management’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	–	Sell	-1,134	Closed	-$292K	–	146
2025 Q4	$292K	Sell	1,134 -147	-11%	-$39.1K	0.03%	108
2025 Q3	$376K	Sell	1,281 -26	-2%	-$7.83K	0.04%	90
2025 Q2	$403K	Sell	1,307 -178	-12%	-$54.7K	0.05%	84
2025 Q1	$456K	Buy	1,485 +532	+56%	+$160K	0.06%	73
2024 Q4	$280K	Sell	953 -79	-8%	-$23.3K	0.04%	91
2024 Q3	$287K	Sell	1,032 -58	-5%	-$15.2K	0.04%	86
2024 Q2	$262K	Hold	1,090	–	–	0.04%	80
2024 Q1	$274K	Hold	1,090	–	–	0.04%	76
2023 Q4	$255K	Buy	1,090 +76	+7%	+$17.7K	0.05%	70
2023 Q3	$245K	Buy	1,014 +14	+1%	+$3.41K	0.05%	70
2023 Q2	$221K	Hold	1,000	–	–	0.05%	77
2023 Q1	$224K	Buy	+1,000	New	+$226K	0.05%	67