1WA
180 Wealth Advisors’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,988
| Closed | -$267K | – | 458 |
|
|
2024
Q3 | $267K | Sell |
1,988
-75
| -4% | -$10.1K | 0.04% | 357 |
|
|
2024
Q2 | $241K | Buy |
2,063
+188
| +10% | +$22K | 0.04% | 361 |
|
|
2024
Q1 | $230K | Buy |
1,875
+33
| +2% | +$4.05K | 0.04% | 347 |
|
|
2023
Q4 | $217K | Buy |
1,842
+17
| +0.9% | +$2K | 0.04% | 340 |
|
|
2023
Q3 | $210K | Hold |
1,825
| – | – | 0.05% | 325 |
|
|
2023
Q2 | $203K | Sell |
1,825
-2,550
| -58% | -$284K | 0.04% | 328 |
|
|
2023
Q1 | $501K | Buy |
4,375
+324
| +8% | +$37.1K | 0.12% | 188 |
|
|
2022
Q4 | $466K | Buy |
4,051
+503
| +14% | +$57.9K | 0.11% | 197 |
|
|
2022
Q3 | $398K | Buy |
3,548
+178
| +5% | +$20K | 0.11% | 178 |
|
|
2022
Q2 | $392K | Buy |
3,370
+78
| +2% | +$9.07K | 0.1% | 190 |
|
|
2022
Q1 | $452K | Buy |
3,292
+1,178
| +56% | +$162K | 0.1% | 192 |
|
|
2021
Q4 | $251K | Sell |
2,114
-377
| -15% | -$44.8K | 0.06% | 302 |
|
|
2021
Q3 | $297K | Sell |
2,491
-15
| -0.6% | -$1.79K | 0.07% | 284 |
|
|
2021
Q2 | $290K | Sell |
2,506
-108
| -4% | -$12.5K | 0.07% | 283 |
|
|
2021
Q1 | $263K | Sell |
2,614
-345
| -12% | -$34.7K | 0.07% | 286 |
|
|
2020
Q4 | $261K | Sell |
2,959
-102
| -3% | -$9K | 0.08% | 252 |
|
|
2020
Q3 | $252K | Sell |
3,061
-59
| -2% | -$4.86K | 0.09% | 209 |
|
|
2020
Q2 | $229K | Buy |
+3,120
| New | +$229K | 0.09% | 217 |
|
|
2019
Q2 | – | Sell |
-9,097
| Closed | -$759K | – | 259 |
|
|
2019
Q1 | $759K | Buy |
+9,097
| New | +$759K | 0.34% | 79 |
|
|
2018
Q2 | – | Sell |
-16,060
| Closed | -$986K | – | 254 |
|
|
2018
Q1 | $986K | Buy |
16,060
+11,551
| +256% | +$709K | 0.51% | 57 |
|
|
2017
Q4 | $307K | Buy |
+4,509
| New | +$307K | 0.16% | 164 |
|