SWA
Sutton Wealth Advisors’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.65M | Buy |
11,015
+21
| +0.2% | +$5.05K | 1.3% | 19 |
|
|
2023
Q2 | $2.42M | Sell |
10,994
-918
| -8% | -$202K | 1.17% | 19 |
|
|
2023
Q1 | $2.65M | Sell |
11,912
-434
| -4% | -$96.6K | 1.42% | 17 |
|
|
2022
Q4 | $2.95M | Hold |
12,346
| – | – | 1.12% | 19 |
|
|
2022
Q3 | $2.79M | Buy |
12,346
+33
| +0.3% | +$7.46K | 1.14% | 17 |
|
|
2022
Q2 | $2.59M | Buy |
12,313
+10
| +0.1% | +$2.1K | 1.03% | 19 |
|
|
2022
Q1 | $2.8M | Buy |
12,303
+6
| +0% | +$1.37K | 0.96% | 22 |
|
|
2021
Q4 | $3.03M | Buy |
12,297
+1
| +0% | +$247 | 1.01% | 23 |
|
|
2021
Q3 | $2.46M | Buy |
12,296
+3
| +0% | +$600 | 0.91% | 26 |
|
|
2021
Q2 | $2.44M | Hold |
12,293
| – | – | 0.89% | 23 |
|
|
2021
Q1 | $2.32M | Sell |
12,293
-121
| -1% | -$22.8K | 0.91% | 23 |
|
|
2020
Q4 | $2.19M | Buy |
12,414
+20
| +0.2% | +$3.52K | 0.93% | 23 |
|
|
2020
Q3 | $1.73M | Sell |
12,394
-4
| -0% | -$558 | 0.84% | 25 |
|
|
2020
Q2 | $1.85M | Buy |
12,398
+58
| +0.5% | +$8.64K | 0.97% | 21 |
|
|
2020
Q1 | $1.69M | Buy |
12,340
+18
| +0.1% | +$2.46K | 1.06% | 16 |
|
|
2019
Q4 | $2.1M | Hold |
12,322
| – | – | 1.08% | 16 |
|
|
2019
Q3 | $1.99M | Hold |
12,322
| – | – | 1.11% | 15 |
|
|
2019
Q2 | $2.04M | Sell |
12,322
-66
| -0.5% | -$10.9K | 1.17% | 15 |
|
|
2019
Q1 | $1.98M | Buy |
12,388
+4
| +0% | +$639 | 1.16% | 16 |
|
|
2018
Q4 | $1.62M | Buy |
12,384
+10,000
| +419% | +$1.31M | 1.05% | 17 |
|
|
2018
Q3 | $359K | Hold |
2,384
| – | – | 0.24% | 75 |
|
|
2018
Q2 | $320K | Buy |
2,384
+91
| +4% | +$12.2K | 0.22% | 75 |
|
|
2018
Q1 | $260K | Buy |
2,293
+400
| +21% | +$45.4K | 0.19% | 94 |
|
|
2017
Q4 | $222K | Hold |
1,893
| – | – | 0.16% | 117 |
|
|
2017
Q3 | $207K | Hold |
1,893
| – | – | 0.16% | 111 |
|
|
2017
Q2 | $194K | Buy |
1,893
+1,691
| +837% | +$173K | 0.15% | 116 |
|
|
2017
Q1 | $20.7K | Hold |
202
| – | – | 0.02% | 507 |
|
|
2016
Q4 | $20.8K | Hold |
202
| – | – | 0.02% | 483 |
|
|
2016
Q3 | $17.8K | Hold |
202
| – | – | 0.02% | 495 |
|
|
2016
Q2 | $18.6K | Hold |
202
| – | – | 0.02% | 464 |
|
|
2016
Q1 | $18.1K | Buy |
+202
| New | +$18.1K | 0.02% | 464 |
|