SWA
SOA 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 | $98.6K | Sell |
320
-46
| -13% | -$14.2K | 0.02% | 281 |
|
|
2025
Q1 | $112K | Hold |
366
| – | – | 0.02% | 249 |
|
|
2024
Q4 | $107K | Hold |
366
| – | – | 0.02% | 243 |
|
|
2024
Q3 | $101K | Sell |
366
-505
| -58% | -$140K | 0.02% | 249 |
|
|
2024
Q2 | $208K | Sell |
871
-7
| -0.8% | -$1.67K | 0.04% | 177 |
|
|
2024
Q1 | $219K | Buy |
878
+1
| +0.1% | +$250 | 0.05% | 171 |
|
|
2023
Q4 | $204K | Buy |
877
+704
| +407% | +$164K | 0.05% | 172 |
|
|
2023
Q3 | $41.7K | Hold |
173
| – | – | 0.01% | 307 |
|
|
2023
Q2 | $38.1K | Hold |
173
| – | – | 0.01% | 327 |
|
|
2023
Q1 | $38.6K | Hold |
173
| – | – | 0.01% | 317 |
|
|
2022
Q4 | $41.4K | Sell |
173
-5
| -3% | -$1.2K | 0.01% | 303 |
|
|
2022
Q3 | $40K | Sell |
178
-11
| -6% | -$2.47K | 0.01% | 292 |
|
|
2022
Q2 | $39K | Sell |
189
-596
| -76% | -$123K | 0.01% | 293 |
|
|
2022
Q1 | $178K | Hold |
785
| – | – | 0.04% | 176 |
|
|
2021
Q4 | $192K | Hold |
785
| – | – | 0.05% | 160 |
|
|
2021
Q3 | $156K | Hold |
785
| – | – | 0.04% | 178 |
|
|
2021
Q2 | $155K | Buy |
785
+310
| +65% | +$61.2K | 0.04% | 178 |
|
|
2021
Q1 | $89K | Buy |
475
+55
| +13% | +$10.3K | 0.02% | 206 |
|
|
2020
Q4 | $70K | Buy |
+420
| New | +$70K | 0.02% | 227 |
|