SAG
SageView Advisory Group’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
1,305
+161
| +14% | +$49.4K | 0.02% | 417 |
|
|
2025
Q1 | $350K | Buy |
1,144
+22
| +2% | +$6.72K | 0.01% | 429 |
|
|
2024
Q4 | $328K | Buy |
1,122
+73
| +7% | +$21.4K | 0.01% | 434 |
|
|
2024
Q3 | $290K | Sell |
1,049
-1,069
| -50% | -$296K | 0.01% | 407 |
|
|
2024
Q2 | $506K | Buy |
2,118
+1,101
| +108% | +$263K | 0.02% | 338 |
|
|
2024
Q1 | $254K | Sell |
1,017
-1,382
| -58% | -$345K | 0.01% | 456 |
|
|
2023
Q4 | $572K | Buy |
2,399
+1,402
| +141% | +$335K | 0.02% | 366 |
|
|
2023
Q3 | $240K | Sell |
997
-1,978
| -66% | -$476K | 0.01% | 474 |
|
|
2023
Q2 | $654K | Sell |
2,975
-1,974
| -40% | -$434K | 0.04% | 299 |
|
|
2023
Q1 | $1.1M | Buy |
4,949
+63
| +1% | +$14K | 0.07% | 189 |
|
|
2022
Q4 | $1.17M | Buy |
+4,886
| New | +$1.17M | 0.09% | 138 |
|