HWA
Heritage 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 | $57.3M | Sell |
185,744
-313
| -0.2% | -$96.5K | 2.72% | 10 |
|
|
2025
Q1 | $56.8M | Buy |
186,057
+6,222
| +3% | +$1.9M | 2.88% | 11 |
|
|
2024
Q4 | $52.6M | Sell |
179,835
-3,171
| -2% | -$928K | 2.61% | 15 |
|
|
2024
Q3 | $50.6M | Buy |
183,006
+5,638
| +3% | +$1.56M | 2.38% | 15 |
|
|
2024
Q2 | $42.3M | Buy |
177,368
+8,940
| +5% | +$2.13M | 1.91% | 20 |
|
|
2024
Q1 | $42.1M | Buy |
168,428
+19,765
| +13% | +$4.94M | 1.92% | 21 |
|
|
2023
Q4 | $34.6M | Buy |
148,663
+14,262
| +11% | +$3.32M | 1.72% | 22 |
|
|
2023
Q3 | $32.3M | Buy |
134,401
+129,942
| +2,914% | +$31.3M | 1.76% | 20 |
|
|
2023
Q2 | $980K | Sell |
4,459
-21
| -0.5% | -$4.62K | 0.05% | 84 |
|
|
2023
Q1 | $997K | Buy |
4,480
+70
| +2% | +$15.6K | 0.06% | 82 |
|
|
2022
Q4 | $1.05M | Buy |
4,410
+88
| +2% | +$21K | 0.06% | 78 |
|
|
2022
Q3 | $978K | Sell |
4,322
-34
| -0.8% | -$7.69K | 0.07% | 76 |
|
|
2022
Q2 | $915K | Buy |
4,356
+1,790
| +70% | +$376K | 0.06% | 84 |
|
|
2022
Q1 | $584K | Sell |
2,566
-2,299
| -47% | -$523K | 0.03% | 122 |
|
|
2021
Q4 | $1.2M | Sell |
4,865
-2
| -0% | -$493 | 0.07% | 80 |
|
|
2021
Q3 | $973K | Buy |
4,867
+50
| +1% | +$10K | 0.06% | 85 |
|
|
2021
Q2 | $957K | Hold |
4,817
| – | – | 0.06% | 86 |
|
|
2021
Q1 | $908K | Sell |
4,817
-5,275
| -52% | -$994K | 0.05% | 89 |
|
|
2020
Q4 | $1.78M | Buy |
10,092
+7,391
| +274% | +$1.3M | 0.11% | 64 |
|
|
2020
Q3 | $377K | Hold |
2,701
| – | – | 0.05% | 109 |
|
|
2020
Q2 | $402K | Sell |
2,701
-4
| -0.1% | -$596 | 0.06% | 95 |
|
|
2020
Q1 | $370K | Buy |
2,705
+90
| +3% | +$12.3K | 0.07% | 94 |
|
|
2019
Q4 | $446K | Buy |
2,615
+11
| +0.4% | +$1.88K | 0.06% | 110 |
|
|
2019
Q3 | $420K | Sell |
2,604
-1
| -0% | -$161 | 0.06% | 107 |
|
|
2019
Q2 | $431K | Hold |
2,605
| – | – | 0.07% | 101 |
|
|
2019
Q1 | $416K | Buy |
2,605
+1
| +0% | +$160 | 0.07% | 91 |
|
|
2018
Q4 | $341K | Hold |
2,604
| – | – | 0.07% | 97 |
|
|
2018
Q3 | $392K | Sell |
2,604
-1
| -0% | -$151 | 0.08% | 88 |
|
|
2018
Q2 | $349K | Hold |
2,605
| – | – | 0.13% | 87 |
|
|
2018
Q1 | $296K | Hold |
2,605
| – | – | 0.12% | 91 |
|
|
2017
Q4 | $305K | Sell |
2,605
-91
| -3% | -$10.7K | 0.13% | 92 |
|
|
2017
Q3 | $296K | Buy |
2,696
+1
| +0% | +$110 | 0.15% | 84 |
|
|
2017
Q2 | $275K | Buy |
2,695
+2
| +0.1% | +$204 | 0.14% | 85 |
|
|
2017
Q1 | $275K | Buy |
2,693
+1
| +0% | +$102 | 0.15% | 80 |
|
|
2016
Q4 | $276K | Sell |
2,692
-142
| -5% | -$14.6K | 0.18% | 68 |
|
|
2016
Q3 | $251K | Buy |
2,834
+364
| +15% | +$32.2K | 0.17% | 74 |
|
|
2016
Q2 | $227K | Hold |
2,470
| – | – | 0.15% | 85 |
|
|
2016
Q1 | $221K | Hold |
2,470
| – | – | 0.17% | 74 |
|
|
2015
Q4 | $208K | Buy |
+2,470
| New | +$208K | 0.18% | 76 |
|
|
2015
Q2 | – | Sell |
-2,470
| Closed | -$212K | – | 86 |
|
|
2015
Q1 | $212K | Hold |
2,470
| – | – | 0.17% | 87 |
|
|
2014
Q4 | $206K | Hold |
2,470
| – | – | 0.18% | 91 |
|
|
2014
Q3 | $206K | Buy |
+2,470
| New | +$206K | 0.21% | 67 |
|
|
2014
Q1 | – | Sell |
-2,670
| Closed | -$215K | – | 67 |
|
|
2013
Q4 | $215K | Buy |
+2,670
| New | +$215K | 0.27% | 61 |
|