Vertex Planning Partners’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
$250K Buy
812
+4
+0.5% +$1.23K 0.05% 162
2025
Q1
$247K Sell
808
-63
-7% -$19.2K 0.05% 159
2024
Q4
$255K Buy
871
+102
+13% +$29.9K 0.06% 160
2024
Q3
$213K Sell
769
-96
-11% -$26.6K 0.05% 156
2024
Q2
$206K Buy
865
+11
+1% +$2.63K 0.05% 150
2024
Q1
$213K Sell
854
-184
-18% -$46K 0.06% 149
2023
Q4
$242K Buy
+1,038
New +$242K 0.07% 142