FFWA
FRG Family 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 | $7.77M | Hold |
25,201
| – | – | 1.35% | 19 |
|
|
2025
Q1 | $7.7M | Hold |
25,201
| – | – | 1.49% | 17 |
|
|
2024
Q4 | $7.38M | Sell |
25,201
-329
| -1% | -$96.3K | 1.34% | 18 |
|
|
2024
Q3 | $7.06M | Sell |
25,530
-290
| -1% | -$80.3K | 1.26% | 19 |
|
|
2024
Q2 | $6.7M | Hold |
25,820
| – | – | 1.3% | 20 |
|
|
2024
Q1 | $6.25M | Sell |
25,820
-3,065
| -11% | -$741K | 1.23% | 21 |
|
|
2023
Q4 | $6.73M | Hold |
28,885
| – | – | 1.37% | 21 |
|
|
2023
Q3 | $6.95M | Sell |
28,885
-9
| -0% | -$2.17K | 1.57% | 19 |
|
|
2023
Q2 | $6.35M | Sell |
28,894
-290
| -1% | -$63.7K | 1.39% | 22 |
|
|
2023
Q1 | $6.5M | Sell |
29,184
-350
| -1% | -$77.9K | 1.48% | 19 |
|
|
2022
Q4 | $7.05M | Hold |
29,534
| – | – | 1.68% | 18 |
|
|
2022
Q3 | $6.68M | Sell |
29,534
-300
| -1% | -$67.9K | 1.65% | 18 |
|
|
2022
Q2 | $6.27M | Hold |
29,834
| – | – | 1.45% | 19 |
|
|
2022
Q1 | $6.79M | Hold |
29,834
| – | – | 1.32% | 21 |
|
|
2021
Q4 | $7.36M | Sell |
29,834
-549
| -2% | -$135K | 1.37% | 21 |
|
|
2021
Q3 | $6.07M | Sell |
30,383
-1,695
| -5% | -$339K | 1.19% | 26 |
|
|
2021
Q2 | $6.37M | Hold |
32,078
| – | – | 1.21% | 25 |
|
|
2021
Q1 | $6.05M | Hold |
32,078
| – | – | 1.23% | 24 |
|
|
2020
Q4 | $5.65M | Hold |
32,078
| – | – | 1.23% | 24 |
|
|
2020
Q3 | $4.48M | Hold |
32,078
| – | – | 1.09% | 28 |
|
|
2020
Q2 | $4.78M | Hold |
32,078
| – | – | 1.26% | 25 |
|
|
2020
Q1 | $4.38M | Sell |
32,078
-828
| -3% | -$113K | 1.33% | 25 |
|
|
2019
Q4 | $5.61M | Sell |
32,906
-139
| -0.4% | -$23.7K | 1.36% | 22 |
|
|
2019
Q3 | $5.33M | Sell |
33,045
-1,081
| -3% | -$174K | 1.38% | 22 |
|
|
2019
Q2 | $5.64M | Sell |
34,126
-776
| -2% | -$128K | 1.49% | 14 |
|
|
2019
Q1 | $5.58M | Sell |
34,902
-324
| -0.9% | -$51.8K | 1.58% | 10 |
|
|
2018
Q4 | $4.62M | Sell |
35,226
-2,721
| -7% | -$357K | 1.51% | 12 |
|
|
2018
Q3 | $5.72M | Sell |
37,947
-1,315
| -3% | -$198K | 1.57% | 10 |
|
|
2018
Q2 | $5.27M | Sell |
39,262
-208
| -0.5% | -$27.9K | 1.58% | 9 |
|
|
2018
Q1 | $4.48M | Sell |
39,470
-545
| -1% | -$61.8K | 1.49% | 14 |
|
|
2017
Q4 | $4.69M | Sell |
40,015
-47
| -0.1% | -$5.51K | 1.51% | 14 |
|
|
2017
Q3 | $4.38M | Sell |
40,062
-3
| -0% | -$328 | 1.51% | 14 |
|
|
2017
Q2 | $4.11M | Hold |
40,065
| – | – | 1.51% | 16 |
|
|
2017
Q1 | $4.09M | Sell |
40,065
-300
| -0.7% | -$30.6K | 1.6% | 16 |
|
|
2016
Q4 | $4.15M | Buy |
40,365
+115
| +0.3% | +$11.8K | 1.74% | 13 |
|
|
2016
Q3 | $3.55M | Sell |
40,250
-14
| -0% | -$1.24K | 1.6% | 15 |
|
|
2016
Q2 | $3.7M | Buy |
40,264
+325
| +0.8% | +$29.9K | 1.67% | 12 |
|
|
2016
Q1 | $3.56M | Sell |
39,939
-160
| -0.4% | -$14.3K | 1.73% | 13 |
|
|
2015
Q4 | $3.4M | Buy |
+40,099
| New | +$3.4M | 1.65% | 12 |
|