SMA
Sage Mountain Advisors’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Buy |
2,463
+521
| +27% | +$161K | 0.05% | 178 |
|
|
2025
Q1 | $593K | Buy |
1,942
+484
| +33% | +$148K | 0.04% | 196 |
|
|
2024
Q4 | $427K | Sell |
1,458
-384
| -21% | -$112K | 0.03% | 236 |
|
|
2024
Q3 | $510K | Sell |
1,842
-533
| -22% | -$147K | 0.04% | 195 |
|
|
2024
Q2 | $567K | Buy |
2,375
+278
| +13% | +$66.3K | 0.05% | 159 |
|
|
2024
Q1 | $524K | Buy |
2,097
+63
| +3% | +$15.7K | 0.05% | 156 |
|
|
2023
Q4 | $474K | Buy |
2,034
+169
| +9% | +$39.4K | 0.06% | 136 |
|
|
2023
Q3 | $449K | Buy |
1,865
+70
| +4% | +$16.8K | 0.06% | 126 |
|
|
2023
Q2 | $395K | Buy |
1,795
+33
| +2% | +$7.25K | 0.06% | 142 |
|
|
2023
Q1 | $392K | Buy |
1,762
+792
| +82% | +$176K | 0.06% | 129 |
|
|
2022
Q4 | $232K | Buy |
970
+49
| +5% | +$11.7K | 0.05% | 141 |
|
|
2022
Q3 | $208K | Sell |
921
-33
| -3% | -$7.45K | 0.06% | 158 |
|
|
2022
Q2 | $200K | Sell |
954
-239
| -20% | -$50.1K | 0.04% | 432 |
|
|
2022
Q1 | $271K | Sell |
1,193
-43
| -3% | -$9.77K | 0.04% | 404 |
|
|
2021
Q4 | $305K | Sell |
1,236
-58
| -4% | -$14.3K | 0.04% | 434 |
|
|
2021
Q3 | $259K | Buy |
+1,294
| New | +$259K | 0.04% | 383 |
|