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Accretive Wealth Partners’s Paychex PAYX Stock Holding History

Accretive Wealth Partners’s Portfolio PAYX Stock Details PAYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,955
Closed -$219K – 114
2022
Q3 		$219K Hold
1,955
– – 0.17% 100
2022
Q2 		$223K Hold
1,955
– – 0.16% 101
2022
Q1 		$267K Hold
1,955
– – 0.17% 100
2021
Q4 		$267K Sell
1,955
-284
-13% -$35.1K 0.17% 100
2021
Q3 		$252K Sell
2,239
-78
-3% -$8.76K 0.18% 100
2021
Q2 		$249K Buy
2,317
+105
+5% +$10.6K 0.18% 100
2021
Q1 		$217K Hold
2,212
– – 0.2% 94
2020
Q4 		$206K Buy
+2,212
New +$196K 0.2% 93

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