SWMG
Signature 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 | $447K | Buy |
1,450
+33
| +2% | +$10.2K | 0.18% | 89 |
|
|
2025
Q1 | $433K | Buy |
1,417
+86
| +6% | +$26.3K | 0.17% | 93 |
|
|
2024
Q4 | $390K | Sell |
1,331
-51
| -4% | -$14.9K | 0.16% | 94 |
|
|
2024
Q3 | $382K | Sell |
1,382
-9
| -0.6% | -$2.49K | 0.15% | 88 |
|
|
2024
Q2 | $332K | Sell |
1,391
-33
| -2% | -$7.88K | 0.15% | 92 |
|
|
2024
Q1 | $347K | Buy |
1,424
+39
| +3% | +$9.49K | 0.16% | 92 |
|
|
2023
Q4 | $323K | Buy |
+1,385
| New | +$323K | 0.15% | 91 |
|
|
2023
Q2 | $307K | Sell |
1,395
-13
| -0.9% | -$2.86K | 0.14% | 86 |
|
|
2023
Q1 | $313K | Sell |
1,408
-37
| -3% | -$8.24K | 0.15% | 83 |
|
|
2022
Q4 | $345K | Sell |
1,445
-282
| -16% | -$67.4K | 0.17% | 80 |
|
|
2022
Q3 | $391K | Sell |
1,727
-323
| -16% | -$73.1K | 0.2% | 75 |
|
|
2022
Q2 | $431K | Sell |
2,050
-99
| -5% | -$20.8K | 0.21% | 72 |
|
|
2022
Q1 | $489K | Sell |
2,149
-103
| -5% | -$23.4K | 0.22% | 72 |
|
|
2021
Q4 | $555K | Buy |
2,252
+308
| +16% | +$75.9K | 0.28% | 66 |
|
|
2021
Q3 | $389K | Sell |
1,944
-6,348
| -77% | -$1.27M | 0.22% | 68 |
|
|
2021
Q2 | $1.65M | Buy |
8,292
+245
| +3% | +$48.7K | 0.92% | 48 |
|
|
2021
Q1 | $1.52M | Buy |
8,047
+530
| +7% | +$99.9K | 0.89% | 44 |
|
|
2020
Q4 | $1.33M | Sell |
7,517
-31
| -0.4% | -$5.46K | 0.84% | 43 |
|
|
2020
Q3 | $1.05M | Buy |
7,548
+1,808
| +31% | +$252K | 0.76% | 42 |
|
|
2020
Q2 | $855K | Buy |
+5,740
| New | +$855K | 0.65% | 47 |
|
|
2018
Q4 | – | Sell |
-589
| Closed | -$80K | – | 77 |
|
|
2018
Q3 | $80K | Hold |
589
| – | – | 0.06% | 91 |
|
|
2018
Q2 | $79K | Hold |
589
| – | – | 0.06% | 86 |
|
|
2018
Q1 | $67K | Sell |
589
-13
| -2% | -$1.48K | 0.05% | 90 |
|
|
2017
Q4 | $71K | Buy |
+602
| New | +$71K | 0.05% | 85 |
|