Xcel Wealth Management’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
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|
2025
Q1 | $336K | Hold |
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|
2024
Q4 | $322K | Hold |
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|
2024
Q3 | $304K | Hold |
|
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|
2024
Q2 | $263K | Sell |
|
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|
2024
Q1 | $375K | Sell |
|
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|
2023
Q4 | $358K | Hold |
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|
2023
Q3 | $370K | Hold |
|
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|
2023
Q2 | $338K | Hold |
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|
2023
Q1 | $342K | Hold |
|
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $348K | Hold |
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|
2022
Q2 | $323K | Buy |
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|
2022
Q1 | $350K | Sell |
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|
2021
Q4 | $379K | Buy |
|
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|
2021
Q3 | $307K | Hold |
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|
2021
Q2 | $305K | Hold |
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|
2021
Q1 | $290K | Hold |
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|
2020
Q4 | $270K | Hold |
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|
2020
Q3 | $214K | Hold |
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|
2020
Q2 | $228K | Buy |
|