WealthPLAN 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 | $225K | Buy |
730
+27
| +4% | +$8.33K | 0.04% | 243 |
|
|
2025
Q1 | $215K | Sell |
703
-2
| -0.3% | -$611 | 0.03% | 242 |
|
|
2024
Q4 | $206K | Buy |
+705
| New | +$206K | 0.03% | 234 |
|
|
2024
Q1 | – | Sell |
-1,006
| Closed | -$234K | – | 303 |
|
|
2023
Q4 | $234K | Sell |
1,006
-277
| -22% | -$64.5K | 0.02% | 296 |
|
|
2023
Q3 | $309K | Sell |
1,283
-428
| -25% | -$103K | 0.04% | 260 |
|
|
2023
Q2 | $376K | Buy |
1,711
+214
| +14% | +$47K | 0.05% | 223 |
|
|
2023
Q1 | $333K | Sell |
1,497
-4,619
| -76% | -$1.03M | 0.04% | 237 |
|
|
2022
Q4 | $1.37M | Buy |
+6,116
| New | +$1.37M | 0.1% | 151 |
|
|
2022
Q1 | $1.6M | Sell |
7,313
-10,226
| -58% | -$2.23M | 0.11% | 130 |
|
|
2021
Q4 | $3.62M | Sell |
17,539
-3,880
| -18% | -$800K | 0.24% | 85 |
|
|
2021
Q3 | $5.04M | Sell |
21,419
-32,653
| -60% | -$7.68M | 0.33% | 75 |
|
|
2021
Q2 | $11.7M | Buy |
54,072
+4,349
| +9% | +$940K | 0.82% | 45 |
|
|
2021
Q1 | $9.65M | Buy |
49,723
+3,402
| +7% | +$660K | 0.75% | 50 |
|
|
2020
Q4 | $7.9M | Buy |
46,321
+9,210
| +25% | +$1.57M | 0.67% | 53 |
|
|
2020
Q3 | $6.29M | Buy |
+37,111
| New | +$6.29M | 0.61% | 57 |
|
|
2020
Q1 | – | Sell |
-1,190
| Closed | -$212K | – | 255 |
|
|
2019
Q4 | $212K | Buy |
+1,190
| New | +$212K | 0.03% | 234 |
|
|
2019
Q2 | – | Sell |
-1,307
| Closed | -$208K | – | 237 |
|
|
2019
Q1 | $208K | Sell |
1,307
-43
| -3% | -$6.84K | 0.03% | 242 |
|
|
2018
Q4 | $202K | Sell |
1,350
-976
| -42% | -$146K | 0.03% | 244 |
|
|
2018
Q3 | $327K | Sell |
2,326
-308
| -12% | -$43.3K | 0.06% | 181 |
|
|
2018
Q2 | $353K | Buy |
2,634
+121
| +5% | +$16.2K | 0.07% | 175 |
|
|
2018
Q1 | $285K | Buy |
2,513
+187
| +8% | +$21.2K | 0.06% | 218 |
|
|
2017
Q4 | $273K | Sell |
2,326
-260
| -10% | -$30.5K | 0.07% | 166 |
|
|
2017
Q3 | $283K | Hold |
2,586
| – | – | 0.08% | 150 |
|
|
2017
Q2 | $265K | Buy |
2,586
+2,546
| +6,365% | +$261K | 0.08% | 147 |
|
|
2017
Q1 | $4.08K | Buy |
+40
| New | +$4.08K | 0.01% | 365 |
|
|
2016
Q3 | $73.7K | Sell |
845
-145
| -15% | -$12.6K | 0.02% | 272 |
|
|
2016
Q2 | $74.9K | Buy |
+990
| New | +$74.9K | 0.01% | 729 |
|
|
2015
Q4 | $84.4K | Buy |
+2,952
| New | +$84.4K | 0.01% | 463 |
|
|
2015
Q2 | $35K | Sell |
438
-736
| -63% | -$58.8K | 0.02% | 210 |
|
|
2015
Q1 | $100K | Buy |
+1,174
| New | +$100K | 0.05% | 174 |
|