CWM
Cranbrook Wealth Management’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Hold |
1,759
| – | – | 0.05% | 104 |
|
|
2025
Q1 | $271K | Sell |
1,759
-91
| -5% | -$14K | 0.06% | 98 |
|
|
2024
Q4 | $259K | Buy |
1,850
+120
| +7% | +$16.8K | 0.06% | 101 |
|
|
2024
Q3 | $232K | Buy |
1,730
+260
| +18% | +$34.9K | 0.05% | 103 |
|
|
2024
Q2 | $174K | Buy |
+1,470
| New | +$174K | 0.04% | 113 |
|