SWM
Seaside Wealth Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
1,494
+15
| +1% | +$4.63K | 0.15% | 41 |
|
|
2025
Q1 | $452K | Sell |
1,479
-373
| -20% | -$114K | 0.16% | 35 |
|
|
2024
Q4 | $542K | Buy |
1,852
+7
| +0.4% | +$2.05K | 0.2% | 31 |
|
|
2024
Q3 | $510K | Buy |
1,845
+9
| +0.5% | +$2.49K | 0.19% | 33 |
|
|
2024
Q2 | $438K | Buy |
1,836
+8
| +0.4% | +$1.91K | 0.18% | 35 |
|
|
2024
Q1 | $457K | Buy |
1,828
+8
| +0.4% | +$2K | 0.19% | 31 |
|
|
2023
Q4 | $424K | Buy |
1,820
+8
| +0.4% | +$1.86K | 0.19% | 31 |
|
|
2023
Q3 | $436K | Buy |
1,812
+8
| +0.4% | +$1.93K | 0.22% | 30 |
|
|
2023
Q2 | $397K | Buy |
1,804
+8
| +0.4% | +$1.76K | 0.21% | 32 |
|
|
2023
Q1 | $400K | Buy |
1,796
+7
| +0.4% | +$1.56K | 0.24% | 30 |
|
|
2022
Q4 | $427K | Hold |
1,789
| – | – | 0.28% | 29 |
|
|
2022
Q3 | $433K | Buy |
+1,789
| New | +$433K | 0.3% | 29 |
|