WR Wealth Planners’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $110K | Sell |
377
-3
| -0.8% | -$878 | 0.04% | 219 |
|
|
2024
Q3 | $105K | Buy |
380
+41
| +12% | +$11.3K | 0.03% | 258 |
|
|
2024
Q2 | $80.9K | Sell |
339
-10
| -3% | -$2.39K | 0.02% | 270 |
|
|
2024
Q1 | $87.2K | Buy |
+349
| New | +$87.2K | 0.03% | 270 |
|
|
2023
Q4 | – | Sell |
-252
| Closed | -$60.6K | – | 198 |
|
|
2023
Q3 | $60.6K | Buy |
252
+33
| +15% | +$7.94K | 0.02% | 296 |
|
|
2023
Q2 | $48.1K | Hold |
219
| – | – | 0.02% | 322 |
|
|
2023
Q1 | $48.8K | Buy |
219
+200
| +1,053% | +$44.5K | 0.02% | 322 |
|
|
2022
Q4 | $4.54K | Hold |
19
| – | – | ﹤0.01% | 337 |
|
|
2022
Q3 | $4.3K | Sell |
19
-175
| -90% | -$39.6K | ﹤0.01% | 325 |
|
|
2022
Q2 | $40.8K | Hold |
194
| – | – | 0.03% | 188 |
|
|
2022
Q1 | $44K | Buy |
+194
| New | +$44K | 0.03% | 178 |
|