DWM
Dogwood Wealth Management’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Sell |
4,604
-93
| -2% | -$13.5K | 0.33% | 66 |
|
|
2025
Q1 | $725K | Buy |
4,697
+394
| +9% | +$60.8K | 0.38% | 57 |
|
|
2024
Q4 | $603K | Buy |
4,303
+344
| +9% | +$48.2K | 0.32% | 66 |
|
|
2024
Q3 | $531K | Buy |
3,959
+2,324
| +142% | +$312K | 0.31% | 56 |
|
|
2024
Q2 | $194K | Buy |
+1,635
| New | +$194K | 0.12% | 85 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 363 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 344 |
|