High Net Worth Advisory Group’s Paychex PAYX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,272
Closed -$147K 458
2022
Q4
$147K Buy
1,272
+1
+0.1% +$116 0.06% 210
2022
Q3
$143K Hold
1,271
0.06% 209
2022
Q2
$145K Buy
1,271
+1
+0.1% +$114 0.06% 213
2022
Q1
$173K Buy
1,270
+500
+65% +$68.1K 0.06% 201
2021
Q4
$105K Buy
+770
New +$105K 0.04% 248