Wealthspire Advisors (New York)’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 | $2.88M | Buy |
9,335
+36
| +0.4% | +$11.1K | 0.02% | 226 |
|
|
2025
Q1 | $2.84M | Sell |
9,299
-523
| -5% | -$160K | 0.02% | 223 |
|
|
2024
Q4 | $2.88M | Sell |
9,822
-485
| -5% | -$142K | 0.03% | 199 |
|
|
2024
Q3 | $2.85M | Buy |
10,307
+587
| +6% | +$162K | 0.03% | 200 |
|
|
2024
Q2 | $2.32M | Buy |
9,720
+3,063
| +46% | +$731K | 0.03% | 188 |
|
|
2024
Q1 | $1.66M | Sell |
6,657
-709
| -10% | -$177K | 0.02% | 232 |
|
|
2023
Q4 | $1.72M | Buy |
7,366
+2,629
| +55% | +$612K | 0.02% | 220 |
|
|
2023
Q3 | $1.14M | Buy |
4,737
+1,547
| +48% | +$372K | 0.02% | 260 |
|
|
2023
Q2 | $701K | Sell |
3,190
-416
| -12% | -$91.4K | 0.01% | 310 |
|
|
2023
Q1 | $803K | Sell |
3,606
-1,599
| -31% | -$356K | 0.01% | 288 |
|
|
2022
Q4 | $1.24M | Buy |
5,205
+1,765
| +51% | +$422K | 0.02% | 219 |
|
|
2022
Q3 | $778K | Buy |
3,440
+58
| +2% | +$13.1K | 0.02% | 265 |
|
|
2022
Q2 | $710K | Buy |
3,382
+1,539
| +84% | +$323K | 0.01% | 263 |
|
|
2022
Q1 | $419K | Sell |
1,843
-1,979
| -52% | -$450K | 0.01% | 297 |
|
|
2021
Q4 | $942K | Sell |
3,822
-1,147
| -23% | -$283K | 0.02% | 235 |
|
|
2021
Q3 | $993K | Buy |
4,969
+2,938
| +145% | +$587K | 0.02% | 249 |
|
|
2021
Q2 | $403K | Sell |
2,031
-6,089
| -75% | -$1.21M | 0.01% | 252 |
|
|
2021
Q1 | $1.53M | Buy |
8,120
+1,611
| +25% | +$304K | 0.04% | 206 |
|
|
2020
Q4 | $1.15M | Buy |
6,509
+205
| +3% | +$36.1K | 0.03% | 193 |
|
|
2020
Q3 | $879K | Sell |
6,304
-5,366
| -46% | -$748K | 0.05% | 136 |
|
|
2020
Q2 | $1.74M | Sell |
11,670
-2,560
| -18% | -$381K | 0.12% | 74 |
|
|
2020
Q1 | $1.95M | Buy |
14,230
+8,917
| +168% | +$1.22M | 0.08% | 126 |
|
|
2019
Q4 | $906K | Buy |
5,313
+140
| +3% | +$23.9K | 0.07% | 66 |
|
|
2019
Q3 | $835K | Buy |
5,173
+3,090
| +148% | +$499K | 0.07% | 56 |
|
|
2019
Q2 | $344K | Buy |
+2,083
| New | +$344K | 0.03% | 63 |
|
|
2019
Q1 | – | Sell |
-1,791
| Closed | -$235K | – | 59 |
|
|
2018
Q4 | $235K | Buy |
+1,791
| New | +$235K | 0.02% | 61 |
|