WealthPlan 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
Q2 | $995K | Buy |
3,226
+468
| +17% | +$144K | 0.07% | 179 |
|
|
2025
Q1 | $843K | Buy |
2,758
+169
| +7% | +$51.6K | 0.08% | 142 |
|
|
2024
Q4 | $758K | Sell |
2,589
-104
| -4% | -$30.4K | 0.07% | 140 |
|
|
2024
Q3 | $745K | Buy |
2,693
+10
| +0.4% | +$2.77K | 0.08% | 137 |
|
|
2024
Q2 | $640K | Sell |
2,683
-536
| -17% | -$128K | 0.1% | 110 |
|
|
2024
Q1 | $804K | Sell |
3,219
-1
| -0% | -$250 | 0.12% | 104 |
|
|
2023
Q4 | $750K | Sell |
3,220
-820
| -20% | -$191K | 0.12% | 107 |
|
|
2023
Q3 | $972K | Buy |
4,040
+1,243
| +44% | +$299K | 0.17% | 88 |
|
|
2023
Q2 | $615K | Sell |
2,797
-1,801
| -39% | -$396K | 0.18% | 89 |
|
|
2023
Q1 | $1.02M | Sell |
4,598
-1,518
| -25% | -$338K | 0.18% | 85 |
|
|
2022
Q4 | $1.39M | Sell |
6,116
-22
| -0.4% | -$5K | 0.1% | 150 |
|
|
2022
Q3 | $1.59M | Buy |
+6,138
| New | +$1.59M | 0.12% | 131 |
|
|
2022
Q1 | $1.6M | Buy |
+7,313
| New | +$1.6M | 0.11% | 130 |
|