SWMG
Sanchez Wealth Management Group’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
1,312
+6
| +0.5% | +$1.85K | 0.1% | 34 |
|
|
2025
Q1 | $399K | Buy |
1,306
+7
| +0.5% | +$2.14K | 0.11% | 36 |
|
|
2024
Q4 | $380K | Buy |
1,299
+7
| +0.5% | +$2.05K | 0.1% | 38 |
|
|
2024
Q3 | $358K | Buy |
1,292
+7
| +0.5% | +$1.94K | 0.11% | 34 |
|
|
2024
Q2 | $307K | Buy |
1,285
+7
| +0.5% | +$1.67K | 0.1% | 34 |
|
|
2024
Q1 | $319K | Buy |
1,278
+8
| +0.6% | +$2K | 0.11% | 36 |
|
|
2023
Q4 | $296K | Buy |
1,270
+6
| +0.5% | +$1.4K | 0.11% | 33 |
|
|
2023
Q3 | $304K | Buy |
1,264
+8
| +0.6% | +$1.92K | 0.12% | 31 |
|
|
2023
Q2 | $276K | Buy |
1,256
+7
| +0.6% | +$1.54K | 0.11% | 32 |
|
|
2023
Q1 | $278K | Buy |
1,249
+6
| +0.5% | +$1.34K | 0.12% | 31 |
|
|
2022
Q4 | $297K | Buy |
1,243
+6
| +0.5% | +$1.43K | 0.15% | 29 |
|
|
2022
Q3 | $280K | Buy |
1,237
+6
| +0.5% | +$1.36K | 0.15% | 27 |
|
|
2022
Q2 | $259K | Buy |
1,231
+5
| +0.4% | +$1.05K | 0.13% | 31 |
|
|
2022
Q1 | $279K | Buy |
1,226
+6
| +0.5% | +$1.37K | 0.12% | 33 |
|
|
2021
Q4 | $301K | Buy |
1,220
+5
| +0.4% | +$1.23K | 0.13% | 31 |
|
|
2021
Q3 | $243K | Hold |
1,215
| – | – | 0.11% | 31 |
|
|
2021
Q2 | $241K | Buy |
+1,215
| New | +$241K | 0.11% | 32 |
|