FMWA
Forvis Mazars Wealth Advisors’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
3,709
+40
| +1% | +$12.3K | 0.02% | 194 |
|
|
2025
Q1 | $1.12M | Sell |
3,669
-71
| -2% | -$21.7K | 0.03% | 198 |
|
|
2024
Q4 | $1.09M | Buy |
3,740
+204
| +6% | +$59.7K | 0.03% | 211 |
|
|
2024
Q3 | $979K | Buy |
3,536
+50
| +1% | +$13.8K | 0.02% | 233 |
|
|
2024
Q2 | $832K | Hold |
3,486
| – | – | 0.02% | 227 |
|
|
2024
Q1 | $871K | Sell |
3,486
-43
| -1% | -$10.7K | 0.02% | 227 |
|
|
2023
Q4 | $822K | Buy |
3,529
+620
| +21% | +$144K | 0.02% | 225 |
|
|
2023
Q3 | $700K | Sell |
2,909
-313
| -10% | -$75.3K | 0.02% | 231 |
|
|
2023
Q2 | $708K | Buy |
3,222
+276
| +9% | +$60.7K | 0.02% | 248 |
|
|
2023
Q1 | $656K | Buy |
2,946
+9
| +0.3% | +$2K | 0.02% | 235 |
|
|
2022
Q4 | $702K | Buy |
2,937
+87
| +3% | +$20.8K | 0.02% | 226 |
|
|
2022
Q3 | $644K | Hold |
2,850
| – | – | 0.03% | 235 |
|
|
2022
Q2 | $598K | Buy |
2,850
+93
| +3% | +$19.5K | 0.02% | 229 |
|
|
2022
Q1 | $627K | Buy |
2,757
+1
| +0% | +$227 | 0.03% | 173 |
|
|
2021
Q4 | $680K | Sell |
2,756
-235
| -8% | -$58K | 0.03% | 160 |
|
|
2021
Q3 | $598K | Sell |
2,991
-3
| -0.1% | -$600 | 0.03% | 162 |
|
|
2021
Q2 | $595K | Buy |
2,994
+9
| +0.3% | +$1.79K | 0.03% | 161 |
|
|
2021
Q1 | $563K | Sell |
2,985
-1,242
| -29% | -$234K | 0.03% | 165 |
|
|
2020
Q4 | $745K | Buy |
4,227
+625
| +17% | +$110K | 0.04% | 175 |
|
|
2020
Q3 | $502K | Sell |
3,602
-210
| -6% | -$29.3K | 0.03% | 207 |
|
|
2020
Q2 | $568K | Sell |
3,812
-100
| -3% | -$14.9K | 0.04% | 180 |
|
|
2020
Q1 | $535K | Buy |
3,912
+365
| +10% | +$49.9K | 0.04% | 159 |
|
|
2019
Q4 | $605K | Buy |
3,547
+5
| +0.1% | +$853 | 0.04% | 167 |
|
|
2019
Q3 | $572K | Buy |
3,542
+985
| +39% | +$159K | 0.05% | 152 |
|
|
2019
Q2 | $423K | Buy |
2,557
+43
| +2% | +$7.11K | 0.03% | 179 |
|
|
2019
Q1 | $402K | Buy |
2,514
+188
| +8% | +$30.1K | 0.03% | 183 |
|
|
2018
Q4 | $305K | Buy |
2,326
+88
| +4% | +$11.5K | 0.03% | 176 |
|
|
2018
Q3 | $337K | Sell |
2,238
-169
| -7% | -$25.4K | 0.03% | 184 |
|
|
2018
Q2 | $323K | Buy |
2,407
+159
| +7% | +$21.3K | 0.03% | 188 |
|
|
2018
Q1 | $255K | Sell |
2,248
-274
| -11% | -$31.1K | 0.03% | 205 |
|
|
2017
Q4 | $296K | Sell |
2,522
-55
| -2% | -$6.46K | 0.03% | 204 |
|
|
2017
Q3 | $282K | Buy |
2,577
+72
| +3% | +$7.88K | 0.03% | 193 |
|
|
2017
Q2 | $257K | Sell |
2,505
-66
| -3% | -$6.77K | 0.03% | 202 |
|
|
2017
Q1 | $263K | Sell |
2,571
-220
| -8% | -$22.5K | 0.03% | 188 |
|
|
2016
Q4 | $287K | Buy |
2,791
+197
| +8% | +$20.3K | 0.04% | 162 |
|
|
2016
Q3 | $229K | Sell |
2,594
-15
| -0.6% | -$1.32K | 0.03% | 173 |
|
|
2016
Q2 | $240K | Sell |
2,609
-33
| -1% | -$3.04K | 0.04% | 161 |
|
|
2016
Q1 | $237K | Buy |
2,642
+150
| +6% | +$13.5K | 0.04% | 163 |
|
|
2015
Q4 | $211K | Buy |
+2,492
| New | +$211K | 0.03% | 178 |
|
|
2015
Q2 | – | Sell |
-2,428
| Closed | -$208K | – | 182 |
|
|
2015
Q1 | $208K | Buy |
+2,428
| New | +$208K | 0.03% | 179 |
|