Symphony Financial’s Automatic Data Processing ADP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,043	Closed	-$531K	–	316
2025 Q4	$531K	Sell	2,043 -602	-23%	-$160K	0.07%	156
2025 Q3	$769K	Sell	2,645 -635	-19%	-$191K	0.09%	128
2025 Q2	$635K	Buy	+3,280	New	+$1.01M	0.08%	135
2025 Q1	–	Sell	-2,160	Closed	-$644K	–	93
2024 Q4	$644K	Buy	2,160 +30	+1%	+$8.87K	0.1%	124
2024 Q3	$583K	Buy	2,130 +835	+64%	+$218K	0.1%	135
2024 Q2	$307K	Buy	1,295 +335	+35%	+$82.2K	0.06%	170
2024 Q1	$240K	Sell	960 -192	-17%	-$46.9K	0.06%	166
2023 Q4	$271K	Sell	1,152 -2,130	-65%	-$496K	0.06%	170
2023 Q3	$786K	Sell	3,282 -24	-0.7%	-$5.85K	0.19%	90
2023 Q2	$716K	Sell	3,306 -406	-11%	-$87.5K	0.18%	104
2023 Q1	$814K	Sell	3,712 -171	-4%	-$38.6K	0.21%	95
2022 Q4	$927K	Buy	3,883 +1,881	+94%	+$462K	0.25%	78
2022 Q3	$456K	Sell	2,002 -430	-18%	-$101K	0.15%	143
2022 Q2	$517K	Sell	2,432 -388	-14%	-$85K	0.15%	126
2022 Q1	$660K	Buy	+2,820	New	+$604K	0.16%	110