WOSD
WFA of San Diego’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Buy |
+405
| New | +$125K | 0.09% | 125 |
|
|
2024
Q3 | $113K | Sell |
410
-25
| -6% | -$6.92K | 0.1% | 121 |
|
|
2024
Q2 | $104K | Buy |
+435
| New | +$104K | 0.09% | 121 |
|
|
2023
Q3 | $107K | Hold |
445
| – | – | 0.11% | 109 |
|
|
2023
Q2 | $97.8K | Sell |
445
-460
| -51% | -$101K | 0.1% | 118 |
|
|
2023
Q1 | $201K | Sell |
905
-90
| -9% | -$20K | 0.21% | 72 |
|
|
2022
Q4 | $238K | Hold |
995
| – | – | 0.18% | 83 |
|
|
2022
Q3 | $225K | Buy |
995
+83
| +9% | +$18.8K | 0.2% | 82 |
|
|
2022
Q2 | $192K | Sell |
912
-21
| -2% | -$4.42K | 0.16% | 84 |
|
|
2022
Q1 | $212K | Sell |
933
-110
| -11% | -$25K | 0.16% | 89 |
|
|
2021
Q4 | $257K | Buy |
1,043
+17
| +2% | +$4.19K | 0.15% | 102 |
|
|
2021
Q3 | $205K | Sell |
1,026
-71
| -6% | -$14.2K | 0.14% | 98 |
|
|
2021
Q2 | $218K | Sell |
1,097
-83
| -7% | -$16.5K | 0.17% | 82 |
|
|
2021
Q1 | $222K | Buy |
+1,180
| New | +$222K | 0.18% | 84 |
|
|
2020
Q4 | – | Sell |
-1,700
| Closed | -$237K | – | 92 |
|
|
2020
Q3 | $237K | Sell |
1,700
-1,602
| -49% | -$223K | 0.22% | 72 |
|
|
2020
Q2 | $535K | Buy |
+3,302
| New | +$535K | 0.13% | 148 |
|