WBC
West Branch Capital’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
3,435
-252
| -7% | -$77.7K | 0.31% | 48 |
|
|
2025
Q1 | $1.13M | Sell |
3,687
-32
| -0.9% | -$9.78K | 0.38% | 45 |
|
|
2024
Q4 | $1.09M | Buy |
3,719
+14
| +0.4% | +$4.1K | 0.35% | 46 |
|
|
2024
Q3 | $1.03M | Buy |
3,705
+16
| +0.4% | +$4.43K | 0.35% | 43 |
|
|
2024
Q2 | $880K | Sell |
3,689
-48
| -1% | -$11.5K | 0.33% | 42 |
|
|
2024
Q1 | $933K | Sell |
3,737
-268
| -7% | -$66.9K | 0.38% | 41 |
|
|
2023
Q4 | $933K | Buy |
4,005
+15
| +0.4% | +$3.49K | 0.44% | 39 |
|
|
2023
Q3 | $960K | Buy |
3,990
+18
| +0.5% | +$4.33K | 0.5% | 38 |
|
|
2023
Q2 | $873K | Buy |
3,972
+3
| +0.1% | +$659 | 0.44% | 42 |
|
|
2023
Q1 | $884K | Sell |
3,969
-24
| -0.6% | -$5.34K | 0.49% | 41 |
|
|
2022
Q4 | $954K | Buy |
3,993
+13
| +0.3% | +$3.11K | 0.59% | 40 |
|
|
2022
Q3 | $900K | Buy |
3,980
+14
| +0.4% | +$3.17K | 0.56% | 40 |
|
|
2022
Q2 | $833K | Sell |
3,966
-88
| -2% | -$18.5K | 0.48% | 45 |
|
|
2022
Q1 | $922K | Sell |
4,054
-390
| -9% | -$88.7K | 0.44% | 46 |
|
|
2021
Q4 | $1.1M | Buy |
4,444
+14
| +0.3% | +$3.45K | 0.47% | 46 |
|
|
2021
Q3 | $886K | Buy |
4,430
+7
| +0.2% | +$1.4K | 0.43% | 48 |
|
|
2021
Q2 | $879K | Buy |
4,423
+14
| +0.3% | +$2.78K | 0.43% | 47 |
|
|
2021
Q1 | $831K | Buy |
4,409
+36
| +0.8% | +$6.79K | 0.49% | 46 |
|
|
2020
Q4 | $770K | Sell |
4,373
-435
| -9% | -$76.6K | 0.46% | 47 |
|
|
2020
Q3 | $671K | Sell |
4,808
-32
| -0.7% | -$4.47K | 0.43% | 50 |
|
|
2020
Q2 | $721K | Sell |
4,840
-64
| -1% | -$9.53K | 0.51% | 48 |
|
|
2020
Q1 | $670K | Sell |
4,904
-279
| -5% | -$38.1K | 0.64% | 42 |
|
|
2019
Q4 | $884K | Sell |
5,183
-1,121
| -18% | -$191K | 0.62% | 44 |
|
|
2019
Q3 | $1.02M | Sell |
6,304
-441
| -7% | -$71.2K | 0.75% | 47 |
|
|
2019
Q2 | $1.12M | Buy |
6,745
+24
| +0.4% | +$3.97K | 0.92% | 34 |
|
|
2019
Q1 | $1.07M | Buy |
6,721
+29
| +0.4% | +$4.63K | 0.96% | 32 |
|
|
2018
Q4 | $877K | Sell |
6,692
-10
| -0.1% | -$1.31K | 0.92% | 34 |
|
|
2018
Q3 | $1.01M | Sell |
6,702
-1,086
| -14% | -$164K | 0.75% | 40 |
|
|
2018
Q2 | $1.05M | Buy |
+7,788
| New | +$1.05M | 0.82% | 40 |
|