CPWA
Cerro Pacific Wealth Advisors’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
13,991
-230
| -2% | -$33.5K | 0.57% | 45 |
|
|
2025
Q1 | $1.99M | Sell |
14,221
-98
| -0.7% | -$13.7K | 0.65% | 43 |
|
|
2024
Q4 | $1.92M | Sell |
14,319
-252
| -2% | -$33.8K | 0.64% | 46 |
|
|
2024
Q3 | $1.73M | Hold |
14,571
| – | – | 0.65% | 46 |
|
|
2024
Q2 | $1.73M | Buy |
+14,571
| New | +$1.73M | 0.66% | 46 |
|
|
2023
Q1 | $1.49M | Buy |
13,036
+3,291
| +34% | +$377K | 0.83% | 33 |
|
|
2022
Q4 | $1.13M | Buy |
9,745
+237
| +2% | +$27.4K | 0.6% | 45 |
|
|
2022
Q3 | $1.07M | Buy |
9,508
+393
| +4% | +$44.1K | 0.65% | 41 |
|
|
2022
Q2 | $1.04M | Buy |
9,115
+2,455
| +37% | +$280K | 0.65% | 37 |
|
|
2022
Q1 | $909K | Buy |
6,660
+443
| +7% | +$60.5K | 0.56% | 49 |
|
|
2021
Q4 | $849K | Sell |
6,217
-385
| -6% | -$52.6K | 0.54% | 54 |
|
|
2021
Q3 | $742K | Sell |
6,602
-2,524
| -28% | -$284K | 0.53% | 59 |
|
|
2021
Q2 | $979K | Buy |
+9,126
| New | +$979K | 0.73% | 40 |
|
|
2020
Q4 | $1.14M | Buy |
+12,191
| New | +$1.14M | 0.68% | 45 |
|