Waverton Investment Management’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
Q1 | – | Sell |
-1,400
| Closed | -$410K | – | 103 |
|
|
2024
Q4 | $410K | Hold |
1,400
| – | – | 0.01% | 89 |
|
|
2024
Q3 | $387K | Hold |
1,400
| – | – | 0.01% | 88 |
|
|
2024
Q2 | $334K | Buy |
+1,400
| New | +$334K | 0.01% | 88 |
|
|
2014
Q2 | – | Sell |
-49,341
| Closed | -$3.35M | – | 97 |
|
|
2014
Q1 | $3.35M | Buy |
49,341
+341
| +0.7% | +$23.1K | 0.16% | 110 |
|
|
2013
Q4 | $3.48M | Hold |
49,000
| – | – | 0.18% | 100 |
|
|
2013
Q3 | $3.11M | Buy |
+49,000
| New | +$3.11M | 0.18% | 95 |
|