SWM
Scissortail Wealth Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-748
| Closed | -$219K | – | 107 |
|
|
2024
Q4 | $219K | Buy |
748
+745
| +24,833% | +$218K | 0.06% | 119 |
|
|
2024
Q3 | $207K | Buy |
+3
| New | +$207K | 0.05% | 123 |
|
|
2024
Q1 | – | Sell |
-3,809
| Closed | -$905K | – | 116 |
|
|
2023
Q4 | $905K | Buy |
+3,809
| New | +$905K | 0.29% | 69 |
|