YorkBridge Wealth Partners’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
Q4 | $984K | Sell |
4,121
-79
| -2% | -$18.9K | 0.25% | 87 |
|
|
2022
Q3 | $950K | Sell |
4,200
-12
| -0.3% | -$2.71K | 0.25% | 86 |
|
|
2022
Q2 | $885K | Sell |
4,212
-30
| -0.7% | -$6.3K | 0.23% | 88 |
|
|
2022
Q1 | $965K | Hold |
4,242
| – | – | 0.21% | 86 |
|
|
2021
Q4 | $1.05M | Sell |
4,242
-100
| -2% | -$24.7K | 0.23% | 82 |
|
|
2021
Q3 | $868K | Sell |
4,342
-77
| -2% | -$15.4K | 0.22% | 90 |
|
|
2021
Q2 | $878K | Hold |
4,419
| – | – | 0.23% | 84 |
|
|
2021
Q1 | $833K | Sell |
4,419
-538
| -11% | -$101K | 0.25% | 79 |
|
|
2020
Q4 | $873K | Sell |
4,957
-534
| -10% | -$94K | 0.29% | 72 |
|
|
2020
Q3 | $766K | Sell |
5,491
-12,654
| -70% | -$1.77M | 0.32% | 70 |
|
|
2020
Q2 | $2.7M | Buy |
18,145
+1,896
| +12% | +$282K | 1.24% | 18 |
|
|
2020
Q1 | $2.22M | Sell |
16,249
-594
| -4% | -$81.2K | 1.37% | 19 |
|
|
2019
Q4 | $2.87M | Sell |
16,843
-46
| -0.3% | -$7.84K | 1.32% | 19 |
|
|
2019
Q3 | $2.73M | Buy |
16,889
+168
| +1% | +$27.1K | 1.37% | 17 |
|
|
2019
Q2 | $2.76M | Sell |
16,721
-2,400
| -13% | -$397K | 1.23% | 14 |
|
|
2019
Q1 | $3.05M | Sell |
19,121
-1,635
| -8% | -$261K | 1.41% | 11 |
|
|
2018
Q4 | $2.72M | Buy |
20,756
+105
| +0.5% | +$13.8K | 1.44% | 11 |
|
|
2018
Q3 | $3.11M | Sell |
20,651
-436
| -2% | -$65.7K | 1.42% | 11 |
|
|
2018
Q2 | $2.83M | Buy |
21,087
+1,765
| +9% | +$237K | 1.24% | 17 |
|
|
2018
Q1 | $2.23M | Buy |
19,322
+492
| +3% | +$56.7K | 1.03% | 21 |
|
|
2017
Q4 | $2.15M | Sell |
18,830
-97
| -0.5% | -$11.1K | 1.04% | 18 |
|
|
2017
Q3 | $2.07M | Sell |
18,927
-1,273
| -6% | -$139K | 1.07% | 18 |
|
|
2017
Q2 | $2.07M | Sell |
20,200
-249
| -1% | -$25.5K | 1.1% | 18 |
|
|
2017
Q1 | $2.13M | Buy |
20,449
+1,405
| +7% | +$146K | 1.11% | 17 |
|
|
2016
Q4 | $1.85M | Buy |
+19,044
| New | +$1.85M | 1.09% | 20 |
|