SWS
SYSTM Wealth Solutions’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $153K | Sell |
550
-31,812
| -98% | -$8.85M | 4.64% | 4 |
|
|
2024
Q2 | $7.74M | Sell |
32,362
-5,344
| -14% | -$1.28M | 1.73% | 6 |
|
|
2024
Q1 | $9.45M | Buy |
37,706
+4,719
| +14% | +$1.18M | 1.19% | 9 |
|
|
2023
Q4 | $7.71M | Buy |
32,987
+1,434
| +5% | +$335K | 1.07% | 11 |
|
|
2023
Q3 | $7.59M | Sell |
31,553
-82
| -0.3% | -$19.7K | 1.17% | 11 |
|
|
2023
Q2 | $6.95M | Buy |
31,635
+17,899
| +130% | +$3.93M | 0.94% | 16 |
|
|
2023
Q1 | $3.06M | Sell |
13,736
-3,995
| -23% | -$889K | 0.47% | 51 |
|
|
2022
Q4 | $4.24M | Buy |
+17,731
| New | +$4.24M | 0.53% | 44 |
|