CIA
Choate Investment Advisors’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Hold |
5,051
| – | – | 0.02% | 231 |
|
|
2025
Q1 | $779K | Hold |
5,051
| – | – | 0.02% | 212 |
|
|
2024
Q4 | $708K | Sell |
5,051
-3,280
| -39% | -$460K | 0.02% | 224 |
|
|
2024
Q3 | $1.12M | Hold |
8,331
| – | – | 0.03% | 186 |
|
|
2024
Q2 | $988K | Sell |
8,331
-2,398
| -22% | -$284K | 0.03% | 192 |
|
|
2024
Q1 | $1.32M | Buy |
10,729
+353
| +3% | +$43.3K | 0.04% | 168 |
|
|
2023
Q4 | $1.24M | Buy |
10,376
+2,433
| +31% | +$290K | 0.04% | 160 |
|
|
2023
Q3 | $916K | Buy |
7,943
+538
| +7% | +$62K | 0.04% | 172 |
|
|
2023
Q2 | $828K | Sell |
7,405
-602
| -8% | -$67.3K | 0.03% | 159 |
|
|
2023
Q1 | $918K | Hold |
8,007
| – | – | 0.04% | 131 |
|
|
2022
Q4 | $925K | Buy |
8,007
+2,715
| +51% | +$314K | 0.06% | 131 |
|
|
2022
Q3 | $594K | Sell |
5,292
-357
| -6% | -$40.1K | 0.04% | 141 |
|
|
2022
Q2 | $643K | Buy |
5,649
+1,018
| +22% | +$116K | 0.04% | 145 |
|
|
2022
Q1 | $632K | Hold |
4,631
| – | – | 0.03% | 176 |
|
|
2021
Q4 | $632K | Hold |
4,631
| – | – | 0.04% | 161 |
|
|
2021
Q3 | $521K | Sell |
4,631
-115
| -2% | -$12.9K | 0.03% | 175 |
|
|
2021
Q2 | $509K | Hold |
4,746
| – | – | 0.03% | 179 |
|
|
2021
Q1 | $466K | Sell |
4,746
-1,223
| -20% | -$120K | 0.03% | 181 |
|
|
2020
Q4 | $557K | Buy |
5,969
+161
| +3% | +$15K | 0.03% | 155 |
|
|
2020
Q3 | $463K | Buy |
5,808
+27
| +0.5% | +$2.15K | 0.03% | 164 |
|
|
2020
Q2 | $438K | Hold |
5,781
| – | – | 0.03% | 164 |
|
|
2020
Q1 | $364K | Hold |
5,781
| – | – | 0.03% | 179 |
|
|
2019
Q4 | $492K | Sell |
5,781
-15
| -0.3% | -$1.28K | 0.03% | 160 |
|
|
2019
Q3 | $480K | Hold |
5,796
| – | – | 0.03% | 161 |
|
|
2019
Q2 | $477K | Hold |
5,796
| – | – | 0.03% | 163 |
|
|
2019
Q1 | $465K | Sell |
5,796
-540
| -9% | -$43.3K | 0.03% | 166 |
|
|
2018
Q4 | $413K | Hold |
6,336
| – | – | 0.03% | 160 |
|
|
2018
Q3 | $467K | Sell |
6,336
-550
| -8% | -$40.5K | 0.03% | 144 |
|
|
2018
Q2 | $471K | Sell |
6,886
-305
| -4% | -$20.9K | 0.03% | 160 |
|
|
2018
Q1 | $443K | Sell |
7,191
-2,029
| -22% | -$125K | 0.02% | 174 |
|
|
2017
Q4 | $628K | Hold |
9,220
| – | – | 0.03% | 159 |
|
|
2017
Q3 | $553K | Sell |
9,220
-331
| -3% | -$19.8K | 0.03% | 166 |
|
|
2017
Q2 | $544K | Sell |
9,551
-830
| -8% | -$47.3K | 0.03% | 162 |
|
|
2017
Q1 | $611K | Sell |
10,381
-293
| -3% | -$17.3K | 0.04% | 153 |
|
|
2016
Q4 | $650K | Sell |
10,674
-1,704
| -14% | -$104K | 0.04% | 142 |
|
|
2016
Q3 | $716K | Sell |
12,378
-1,050
| -8% | -$60.8K | 0.05% | 130 |
|
|
2016
Q2 | $799K | Sell |
13,428
-1,804
| -12% | -$107K | 0.06% | 119 |
|
|
2016
Q1 | $823K | Sell |
15,232
-1,073
| -7% | -$58K | 0.06% | 115 |
|
|
2015
Q4 | $754K | Buy |
16,305
+830
| +5% | +$38.4K | 0.05% | 138 |
|
|
2015
Q3 | $737K | Buy |
15,475
+149
| +1% | +$7.1K | 0.05% | 126 |
|
|
2015
Q2 | $718K | Sell |
15,326
-346
| -2% | -$16.2K | 0.04% | 128 |
|
|
2015
Q1 | $778K | Sell |
15,672
-633
| -4% | -$31.4K | 0.04% | 137 |
|
|
2014
Q4 | $753K | Buy |
16,305
+350
| +2% | +$16.2K | 0.04% | 137 |
|
|
2014
Q3 | $705K | Sell |
15,955
-83,190
| -84% | -$3.68M | 0.04% | 145 |
|
|
2014
Q2 | $492K | Buy |
99,145
+87,243
| +733% | +$433K | 0.03% | 182 |
|
|
2014
Q1 | $507K | Buy |
11,902
+4,245
| +55% | +$181K | 0.03% | 177 |
|
|
2013
Q4 | $349K | Sell |
7,657
-925
| -11% | -$42.1K | 0.02% | 214 |
|
|
2013
Q3 | $349K | Buy |
8,582
+406
| +5% | +$16.5K | 0.03% | 200 |
|
|
2013
Q2 | $299K | Buy |
+8,176
| New | +$299K | 0.02% | 212 |
|