SWA
SFMG Wealth Advisors’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Sell |
3,048
-6
| -0.2% | -$1.85K | 0.07% | 110 |
|
|
2025
Q1 | $933K | Buy |
3,054
+13
| +0.4% | +$3.97K | 0.07% | 104 |
|
|
2024
Q4 | $890K | Hold |
3,041
| – | – | 0.07% | 105 |
|
|
2024
Q3 | $842K | Sell |
3,041
-601
| -17% | -$166K | 0.07% | 107 |
|
|
2024
Q2 | $869K | Buy |
+3,642
| New | +$869K | 0.08% | 95 |
|