WealthShield 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 | $311K | Sell |
1,009
-190
| -16% | -$58.6K | 0.04% | 275 |
|
|
2025
Q1 | $368K | Buy |
1,199
+341
| +40% | +$105K | 0.05% | 246 |
|
|
2024
Q4 | $252K | Sell |
858
-118
| -12% | -$34.7K | 0.04% | 260 |
|
|
2024
Q3 | $271K | Buy |
976
+120
| +14% | +$33.3K | 0.04% | 255 |
|
|
2024
Q2 | $206K | Hold |
856
| – | – | 0.03% | 274 |
|
|
2024
Q1 | $215K | Buy |
+856
| New | +$215K | 0.03% | 266 |
|
|
2023
Q1 | – | Sell |
-931
| Closed | -$224K | – | 485 |
|
|
2022
Q4 | $224K | Buy |
931
+6
| +0.6% | +$1.44K | 0.04% | 274 |
|
|
2022
Q3 | $210K | Buy |
+925
| New | +$210K | 0.04% | 281 |
|
|
2022
Q2 | – | Sell |
-880
| Closed | -$201K | – | 291 |
|
|
2022
Q1 | $201K | Buy |
+880
| New | +$201K | 0.03% | 320 |
|
|
2021
Q3 | – | Sell |
-704
| Closed | -$140K | – | 240 |
|
|
2021
Q2 | $140K | Sell |
704
-594
| -46% | -$118K | 0.02% | 311 |
|
|
2021
Q1 | $245K | Buy |
+1,298
| New | +$245K | 0.04% | 232 |
|
|
2020
Q1 | – | Sell |
-2,693
| Closed | -$459K | – | 265 |
|
|
2019
Q4 | $459K | Sell |
2,693
-815
| -23% | -$139K | 0.22% | 101 |
|
|
2019
Q3 | $566K | Buy |
3,508
+643
| +22% | +$104K | 0.3% | 77 |
|
|
2019
Q2 | $474K | Buy |
2,865
+1,188
| +71% | +$197K | 0.27% | 86 |
|
|
2019
Q1 | $268K | Buy |
+1,677
| New | +$268K | 0.15% | 114 |
|