FWA
FSM 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 | $524K | Buy |
1,700
+381
| +29% | +$118K | 0.09% | 147 |
|
|
2025
Q1 | $403K | Buy |
1,319
+169
| +15% | +$51.6K | 0.09% | 127 |
|
|
2024
Q4 | $341K | Sell |
1,150
-348
| -23% | -$103K | 0.08% | 124 |
|
|
2024
Q3 | $415K | Buy |
1,498
+488
| +48% | +$135K | 0.11% | 108 |
|
|
2024
Q2 | $241K | Sell |
1,010
-5
| -0.5% | -$1.19K | 0.08% | 133 |
|
|
2024
Q1 | $253K | Buy |
1,015
+107
| +12% | +$26.7K | 0.09% | 134 |
|
|
2023
Q4 | $212K | Buy |
+908
| New | +$212K | 0.09% | 148 |
|