HWA
Heartwood 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 | $421K | Sell |
1,364
-45
| -3% | -$13.9K | 0.04% | 116 |
|
|
2025
Q1 | $430K | Sell |
1,409
-15
| -1% | -$4.58K | 0.05% | 109 |
|
|
2024
Q4 | $417K | Buy |
1,424
+15
| +1% | +$4.39K | 0.05% | 103 |
|
|
2024
Q3 | $390K | Hold |
1,409
| – | – | 0.04% | 111 |
|
|
2024
Q2 | $336K | Buy |
+1,409
| New | +$336K | 0.04% | 123 |
|
|
2023
Q3 | – | Sell |
-1,359
| Closed | -$299K | – | 131 |
|
|
2023
Q2 | $299K | Buy |
+1,359
| New | +$299K | 0.04% | 112 |
|