Windsor Wealth Management’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,822
| Closed | -$671K | – | 156 |
|
|
2022
Q1 | $671K | Sell |
2,822
-336
| -11% | -$79.9K | 0.12% | 132 |
|
|
2021
Q4 | $774K | Buy |
3,158
+62
| +2% | +$15.2K | 0.14% | 123 |
|
|
2021
Q3 | $625K | Buy |
3,096
+8
| +0.3% | +$1.62K | 0.13% | 135 |
|
|
2021
Q2 | $613K | Sell |
3,088
-384
| -11% | -$76.2K | 0.13% | 139 |
|
|
2021
Q1 | $654K | Buy |
3,472
+1,327
| +62% | +$250K | 0.16% | 120 |
|
|
2020
Q4 | $378K | Buy |
2,145
+17
| +0.8% | +$3K | 0.1% | 152 |
|
|
2020
Q3 | $310K | Sell |
2,128
-396
| -16% | -$57.7K | 0.09% | 154 |
|
|
2020
Q2 | $376K | Buy |
2,524
+296
| +13% | +$44.1K | 0.12% | 140 |
|
|
2020
Q1 | $304K | Sell |
2,228
-39
| -2% | -$5.32K | 0.12% | 143 |
|
|
2019
Q4 | $386K | Buy |
2,267
+523
| +30% | +$89.1K | 0.14% | 137 |
|
|
2019
Q3 | $273K | Sell |
1,744
-369
| -17% | -$57.8K | 0.12% | 150 |
|
|
2019
Q2 | $352K | Buy |
2,113
+241
| +13% | +$40.1K | 0.15% | 140 |
|
|
2019
Q1 | $299K | Buy |
+1,872
| New | +$299K | 0.17% | 125 |
|
|
2018
Q4 | – | Sell |
-1,340
| Closed | -$202K | – | 131 |
|
|
2018
Q3 | $202K | Buy |
+1,340
| New | +$202K | 0.13% | 130 |
|