Valeo Financial Advisors’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 | $2.51M | Buy |
8,140
+317
| +4% | +$97.8K | 0.06% | 146 |
|
2025
Q1 | $2.39M | Buy |
7,823
+92
| +1% | +$28.1K | 0.07% | 133 |
|
2024
Q4 | $2.26M | Buy |
7,731
+245
| +3% | +$71.7K | 0.06% | 136 |
|
2024
Q3 | $2.07M | Sell |
7,486
-477
| -6% | -$132K | 0.06% | 149 |
|
2024
Q2 | $1.9M | Buy |
7,963
+61
| +0.8% | +$14.6K | 0.06% | 152 |
|
2024
Q1 | $1.95M | Buy |
7,902
+616
| +8% | +$152K | 0.07% | 147 |
|
2023
Q4 | $1.7M | Buy |
7,286
+109
| +2% | +$25.4K | 0.07% | 153 |
|
2023
Q3 | $1.73M | Buy |
7,177
+144
| +2% | +$34.6K | 0.08% | 143 |
|
2023
Q2 | $1.55M | Sell |
7,033
-88
| -1% | -$19.3K | 0.07% | 151 |
|
2023
Q1 | $1.59M | Buy |
7,121
+612
| +9% | +$136K | 0.08% | 152 |
|
2022
Q4 | $1.55M | Buy |
6,509
+921
| +16% | +$220K | 0.09% | 140 |
|
2022
Q3 | $1.26M | Buy |
5,588
+611
| +12% | +$138K | 0.08% | 148 |
|
2022
Q2 | $1.05M | Sell |
4,977
-643
| -11% | -$135K | 0.07% | 157 |
|
2022
Q1 | $1.28M | Buy |
5,620
+806
| +17% | +$183K | 0.07% | 167 |
|
2021
Q4 | $1.19M | Buy |
4,814
+64
| +1% | +$15.8K | 0.06% | 160 |
|
2021
Q3 | $950K | Buy |
4,750
+786
| +20% | +$157K | 0.05% | 188 |
|
2021
Q2 | $787K | Sell |
3,964
-128
| -3% | -$25.4K | 0.05% | 184 |
|
2021
Q1 | $771K | Buy |
4,092
+5
| +0.1% | +$942 | 0.04% | 202 |
|
2020
Q4 | $720K | Sell |
4,087
-400
| -9% | -$70.5K | 0.04% | 192 |
|
2020
Q3 | $626K | Sell |
4,487
-533
| -11% | -$74.4K | 0.05% | 159 |
|
2020
Q2 | $747K | Buy |
5,020
+145
| +3% | +$21.6K | 0.07% | 150 |
|
2020
Q1 | $694K | Sell |
4,875
-169
| -3% | -$24.1K | 0.07% | 147 |
|
2019
Q4 | $860K | Hold |
5,044
| – | – | 0.08% | 146 |
|
2019
Q3 | $814K | Buy |
5,044
+215
| +4% | +$34.7K | 0.09% | 136 |
|
2019
Q2 | $798K | Sell |
4,829
-100
| -2% | -$16.5K | 0.09% | 140 |
|
2019
Q1 | $787K | Buy |
4,929
+513
| +12% | +$81.9K | 0.1% | 144 |
|
2018
Q4 | $579K | Buy |
4,416
+377
| +9% | +$49.4K | 0.08% | 157 |
|
2018
Q3 | $579K | Buy |
4,039
+191
| +5% | +$27.4K | 0.08% | 162 |
|
2018
Q2 | $537K | Buy |
3,848
+1,132
| +42% | +$158K | 0.08% | 165 |
|
2018
Q1 | $308K | Sell |
2,716
-114
| -4% | -$12.9K | 0.05% | 204 |
|
2017
Q4 | $332K | Buy |
2,830
+1,442
| +104% | +$169K | 0.05% | 187 |
|
2017
Q3 | $152K | Buy |
+1,388
| New | +$152K | 0.03% | 229 |
|