CWP
Cyndeo Wealth Partners’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Sell |
3,378
-2
| -0.1% | -$291 | 0.03% | 308 |
|
|
2025
Q1 | $521K | Buy |
3,380
+301
| +10% | +$46.4K | 0.03% | 289 |
|
|
2024
Q4 | $432K | Buy |
3,079
+2
| +0.1% | +$280 | 0.03% | 318 |
|
|
2024
Q3 | $413K | Buy |
3,077
+426
| +16% | +$57.2K | 0.03% | 321 |
|
|
2024
Q2 | $314K | Sell |
2,651
-77
| -3% | -$9.13K | 0.02% | 329 |
|
|
2024
Q1 | $335K | Sell |
2,728
-6
| -0.2% | -$737 | 0.03% | 313 |
|
|
2023
Q4 | $326K | Buy |
2,734
+1
| +0% | +$119 | 0.03% | 302 |
|
|
2023
Q3 | $315K | Buy |
+2,733
| New | +$315K | 0.03% | 269 |
|