SAM
Synergy Asset Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Hold |
2,688
| – | – | 0.09% | 100 |
|
|
2025
Q1 | $821K | Hold |
2,688
| – | – | 0.1% | 96 |
|
|
2024
Q4 | $779K | Hold |
2,688
| – | – | 0.06% | 130 |
|
|
2024
Q3 | $744K | Hold |
2,688
| – | – | 0.11% | 87 |
|
|
2024
Q2 | $642K | Hold |
2,688
| – | – | 0.1% | 89 |
|
|
2024
Q1 | $671K | Hold |
2,688
| – | – | 0.11% | 84 |
|
|
2023
Q4 | $626K | Buy |
2,688
+281
| +12% | +$65.5K | 0.11% | 94 |
|
|
2023
Q3 | $579K | Hold |
2,407
| – | – | 0.11% | 89 |
|
|
2023
Q2 | $529K | Sell |
2,407
-500
| -17% | -$110K | 0.13% | 67 |
|
|
2023
Q1 | $647K | Sell |
2,907
-143
| -5% | -$31.8K | 0.15% | 78 |
|
|
2022
Q4 | $729K | Buy |
3,050
+500
| +20% | +$119K | 0.19% | 70 |
|
|
2022
Q3 | $577K | Hold |
2,550
| – | – | 0.16% | 70 |
|
|
2022
Q2 | $536K | Buy |
+2,550
| New | +$536K | 0.14% | 70 |
|
|
2021
Q1 | – | Sell |
-6,525
| Closed | -$1.15M | – | 88 |
|
|
2020
Q4 | $1.15M | Buy |
+6,525
| New | +$1.15M | 0.36% | 53 |
|