Wealthspire Advisors (Maryland)’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.14M | Buy |
8,193
+1,115
| +16% | +$156K | 0.04% | 178 |
|
|
2020
Q2 | $1.05M | Buy |
7,078
+759
| +12% | +$113K | 0.08% | 152 |
|
|
2020
Q1 | $864K | Sell |
6,319
-35
| -0.6% | -$4.79K | 0.08% | 155 |
|
|
2019
Q4 | $1.08M | Buy |
6,354
+212
| +3% | +$36.1K | 0.07% | 156 |
|
|
2019
Q3 | $991K | Buy |
6,142
+43
| +0.7% | +$6.94K | 0.07% | 146 |
|
|
2019
Q2 | $1.01M | Buy |
6,099
+42
| +0.7% | +$6.94K | 0.08% | 138 |
|
|
2019
Q1 | $968K | Sell |
6,057
-288
| -5% | -$46K | 0.07% | 141 |
|
|
2018
Q4 | $832K | Buy |
6,345
+262
| +4% | +$34.4K | 0.07% | 139 |
|
|
2018
Q3 | $916K | Sell |
6,083
-100
| -2% | -$15.1K | 0.08% | 151 |
|
|
2018
Q2 | $829K | Buy |
6,183
+25
| +0.4% | +$3.35K | 0.08% | 150 |
|
|
2018
Q1 | $699K | Sell |
6,158
-568
| -8% | -$64.5K | 0.07% | 183 |
|
|
2017
Q4 | $788K | Buy |
6,726
+584
| +10% | +$68.4K | 0.08% | 166 |
|
|
2017
Q3 | $671K | Sell |
6,142
-1,165
| -16% | -$127K | 0.07% | 181 |
|
|
2017
Q2 | $749K | Sell |
7,307
-3,483
| -32% | -$357K | 0.09% | 154 |
|
|
2017
Q1 | $1.11M | Sell |
10,790
-670
| -6% | -$68.6K | 0.16% | 94 |
|
|
2016
Q4 | $1.18M | Buy |
11,460
+233
| +2% | +$24K | 0.18% | 88 |
|
|
2016
Q3 | $990K | Sell |
11,227
-1,408
| -11% | -$124K | 0.15% | 99 |
|
|
2016
Q2 | $1.16M | Sell |
12,635
-1,242
| -9% | -$114K | 0.19% | 84 |
|
|
2016
Q1 | $1.25M | Buy |
13,877
+562
| +4% | +$50.4K | 0.22% | 75 |
|
|
2015
Q4 | $1.13M | Buy |
+13,315
| New | +$1.13M | 0.21% | 81 |
|