SVWAG
Sound View Wealth Advisors Group’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Sell |
9,848
-767
| -7% | -$237K | 0.22% | 100 |
|
|
2025
Q1 | $3.24M | Sell |
10,615
-49
| -0.5% | -$15K | 0.27% | 86 |
|
|
2024
Q4 | $3.12M | Buy |
10,664
+552
| +5% | +$162K | 0.25% | 87 |
|
|
2024
Q3 | $2.8M | Buy |
10,112
+136
| +1% | +$37.6K | 0.23% | 100 |
|
|
2024
Q2 | $2.38M | Sell |
9,976
-88
| -0.9% | -$21K | 0.25% | 92 |
|
|
2024
Q1 | $2.51M | Sell |
10,064
-147
| -1% | -$36.7K | 0.27% | 90 |
|
|
2023
Q4 | $2.38M | Sell |
10,211
-18
| -0.2% | -$4.19K | 0.26% | 93 |
|
|
2023
Q3 | $2.46M | Buy |
10,229
+118
| +1% | +$28.4K | 0.31% | 80 |
|
|
2023
Q2 | $2.22M | Sell |
10,111
-169
| -2% | -$37.1K | 0.29% | 81 |
|
|
2023
Q1 | $2.29M | Buy |
10,280
+69
| +0.7% | +$15.4K | 0.31% | 78 |
|
|
2022
Q4 | $2.38M | Buy |
10,211
+574
| +6% | +$134K | 0.26% | 93 |
|
|
2022
Q3 | $2.18M | Sell |
9,637
-23
| -0.2% | -$5.2K | 0.49% | 54 |
|
|
2022
Q2 | $2.03M | Sell |
9,660
-7
| -0.1% | -$1.47K | 0.42% | 65 |
|
|
2022
Q1 | $2.2M | Sell |
9,667
-121
| -1% | -$27.5K | 0.42% | 62 |
|
|
2021
Q4 | $2.41M | Sell |
9,788
-30
| -0.3% | -$7.4K | 0.46% | 57 |
|
|
2021
Q3 | $1.96M | Sell |
9,818
-23
| -0.2% | -$4.6K | 0.41% | 58 |
|
|
2021
Q2 | $1.96M | Buy |
9,841
+1
| +0% | +$199 | 0.41% | 62 |
|
|
2021
Q1 | $1.85M | Sell |
9,840
-5
| -0.1% | -$942 | 0.43% | 63 |
|
|
2020
Q4 | $1.74M | Sell |
9,845
-16
| -0.2% | -$2.82K | 0.42% | 62 |
|
|
2020
Q3 | $1.38M | Sell |
9,861
-188
| -2% | -$26.2K | 0.36% | 76 |
|
|
2020
Q2 | $1.5M | Buy |
10,049
+26
| +0.3% | +$3.87K | 0.42% | 67 |
|
|
2020
Q1 | $1.37M | Sell |
10,023
-903
| -8% | -$123K | 0.47% | 64 |
|
|
2019
Q4 | $1.86M | Buy |
10,926
+231
| +2% | +$39.4K | 0.53% | 60 |
|
|
2019
Q3 | $1.73M | Sell |
10,695
-167
| -2% | -$27K | 0.51% | 62 |
|
|
2019
Q2 | $1.8M | Buy |
+10,862
| New | +$1.8M | 0.53% | 60 |
|