A detailed history of Institute For Wealth Management, Llc. transactions in Automatic Data Processing Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,341 shares of ADP stock, worth $718,499. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,341
Previous 2,225 5.21%
Holding current value
$718,499
Previous $531,000 21.85%
% of portfolio
0.08%
Previous 0.07%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$233.44 - $279.45 $27,079 - $32,416
116 Added 5.21%
2,341 $647,000
Q2 2024

Jul 25, 2024

BUY
$237.3 - $254.02 $38,679 - $41,405
163 Added 7.9%
2,225 $531,000
Q1 2024

Apr 30, 2024

SELL
$232.51 - $255.87 $33,946 - $37,357
-146 Reduced 6.61%
2,062 $514,000
Q4 2023

Jan 31, 2024

SELL
$210.37 - $250.18 $4,207 - $5,003
-20 Reduced 0.9%
2,208 $514,000
Q3 2023

Oct 13, 2023

SELL
$218.73 - $255.75 $7,218 - $8,439
-33 Reduced 1.46%
2,228 $536,000
Q2 2023

Jul 25, 2023

SELL
$208.99 - $221.32 $49,321 - $52,231
-236 Reduced 9.45%
2,261 $496,000
Q1 2023

Apr 20, 2023

SELL
$213.22 - $245.36 $34,754 - $39,993
-163 Reduced 6.13%
2,497 $555,000
Q4 2022

Feb 02, 2023

SELL
$225.59 - $269.9 $1,127 - $1,349
-5 Reduced 0.19%
2,660 $635,000
Q3 2022

Oct 18, 2022

BUY
$211.07 - $260.94 $10,342 - $12,786
49 Added 1.87%
2,665 $603,000
Q2 2022

Jul 25, 2022

SELL
$199.94 - $238.5 $1,399 - $1,669
-7 Reduced 0.27%
2,616 $549,000
Q1 2022

Apr 29, 2022

BUY
$196.29 - $245.15 $1,374 - $1,716
7 Added 0.27%
2,623 $597,000
Q4 2021

Jan 21, 2022

BUY
$199.97 - $248.01 $5,999 - $7,440
30 Added 1.16%
2,616 $645,000
Q1 2021

May 04, 2021

BUY
$161.03 - $192.69 $24,154 - $28,903
150 Added 6.16%
2,586 $487,000
Q4 2020

Feb 01, 2021

BUY
$137.7 - $179.24 $41,172 - $53,592
299 Added 13.99%
2,436 $429,000
Q3 2020

Nov 03, 2020

BUY
$128.72 - $150.73 $55,349 - $64,813
430 Added 25.19%
2,137 $298,000
Q2 2020

Jul 30, 2020

BUY
$128.57 - $161.15 $17,999 - $22,561
140 Added 8.93%
1,707 $254,000
Q1 2020

Apr 29, 2020

SELL
$109.07 - $181.25 $6,980 - $11,600
-64 Reduced 3.92%
1,567 $214,000
Q4 2019

Feb 27, 2020

BUY
$156.32 - $171.62 $211,500 - $232,201
1,353 Added 486.69%
1,631 $278,000
Q4 2019

Jan 27, 2020

SELL
$156.32 - $171.62 $207,592 - $227,911
-1,328 Reduced 82.69%
278 $278,000
Q3 2019

Oct 28, 2019

SELL
$157.77 - $173.27 $188,692 - $207,230
-1,196 Reduced 42.68%
1,606 $259,000
Q2 2019

Aug 02, 2019

BUY
$156.0 - $169.61 $7,020 - $7,632
45 Added 1.63%
2,802 $463,000
Q1 2019

May 15, 2019

SELL
$126.21 - $159.74 $5,553 - $7,028
-44 Reduced 1.57%
2,757 $440,000
Q4 2018

Feb 08, 2019

BUY
$121.95 - $151.77 $341,581 - $425,107
2,801 New
2,801 $367,000
Q1 2018

May 15, 2018

SELL
$108.25 - $123.63 $311,435 - $355,683
-2,877 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$109.32 - $118.64 $314,513 - $341,327
2,877 New
2,877 $339,000
Q3 2017

Nov 14, 2017

SELL
$102.89 - $118.91 $288,092 - $332,948
-2,800 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
2,800
2,800 $285,000

Others Institutions Holding ADP

About AUTOMATIC DATA PROCESSING INC


  • Ticker ADP
  • Exchange NASDAQ
  • Sector Industrials
  • Industry Staffing & Employment Services
  • Shares Outstandng 415,200,000
  • Market Cap $127B
  • Description
  • Automatic Data Processing, Inc. provides cloud-based human capital management solutions worldwide. It operates in two segments, Employer Services and Professional Employer Organization (PEO). The Employer Services segment offers strategic, cloud-based platforms, and human resources (HR) outsourcing solutions. Its offerings include payroll, benef...
More about ADP
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