SWP
Summit Wealth Partners’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Hold |
2,774
| – | – | 0.16% | 87 |
|
|
2025
Q1 | $848K | Buy |
2,774
+1
| +0% | +$306 | 0.17% | 91 |
|
|
2024
Q4 | $812K | Buy |
2,773
+212
| +8% | +$62.1K | 0.17% | 91 |
|
|
2024
Q3 | $709K | Hold |
2,561
| – | – | 0.14% | 111 |
|
|
2024
Q2 | $611K | Hold |
2,561
| – | – | 0.13% | 115 |
|
|
2024
Q1 | $640K | Hold |
2,561
| – | – | 0.14% | 108 |
|
|
2023
Q4 | $597K | Hold |
2,561
| – | – | 0.14% | 106 |
|
|
2023
Q3 | $616K | Hold |
2,561
| – | – | 0.16% | 91 |
|
|
2023
Q2 | $563K | Sell |
2,561
-89
| -3% | -$19.6K | 0.14% | 99 |
|
|
2023
Q1 | $590K | Sell |
2,650
-72
| -3% | -$16K | 0.15% | 94 |
|
|
2022
Q4 | $650K | Hold |
2,722
| – | – | 0.17% | 88 |
|
|
2022
Q3 | $616K | Buy |
2,722
+72
| +3% | +$16.3K | 0.17% | 76 |
|
|
2022
Q2 | $557K | Hold |
2,650
| – | – | 0.15% | 84 |
|
|
2022
Q1 | $603K | Hold |
2,650
| – | – | 0.14% | 84 |
|
|
2021
Q4 | $653K | Hold |
2,650
| – | – | 0.14% | 79 |
|
|
2021
Q3 | $530K | Hold |
2,650
| – | – | 0.13% | 87 |
|
|
2021
Q2 | $526K | Hold |
2,650
| – | – | 0.13% | 91 |
|
|
2021
Q1 | $499K | Hold |
2,650
| – | – | 0.13% | 91 |
|
|
2020
Q4 | $467K | Hold |
2,650
| – | – | 0.13% | 87 |
|
|
2020
Q3 | $370K | Hold |
2,650
| – | – | 0.11% | 108 |
|
|
2020
Q2 | $395K | Hold |
2,650
| – | – | 0.13% | 99 |
|
|
2020
Q1 | $362K | Hold |
2,650
| – | – | 0.15% | 76 |
|
|
2019
Q4 | $452K | Buy |
+2,650
| New | +$452K | 0.16% | 69 |
|