IWA
IVC Wealth Advisors’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
10,003
-838
| -8% | -$122K | 0.71% | 30 |
|
|
2025
Q1 | $1.67M | Sell |
10,841
-966
| -8% | -$149K | 0.9% | 23 |
|
|
2024
Q4 | $1.66M | Sell |
11,807
-241
| -2% | -$33.8K | 0.93% | 22 |
|
|
2024
Q3 | $1.62M | Sell |
12,048
-1,879
| -13% | -$252K | 0.88% | 25 |
|
|
2024
Q2 | $1.65M | Buy |
13,927
+727
| +6% | +$86.2K | 0.92% | 21 |
|
|
2024
Q1 | $1.62M | Sell |
13,200
-41
| -0.3% | -$5.04K | 0.94% | 23 |
|
|
2023
Q4 | $1.58M | Buy |
13,241
+576
| +5% | +$68.6K | 0.98% | 20 |
|
|
2023
Q3 | $1.46M | Buy |
12,665
+75
| +0.6% | +$8.65K | 0.98% | 22 |
|
|
2023
Q2 | $1.41M | Sell |
12,590
-179
| -1% | -$20K | 0.89% | 24 |
|
|
2023
Q1 | $1.46M | Sell |
12,769
-274
| -2% | -$31.4K | 1.04% | 21 |
|
|
2022
Q4 | $1.51M | Buy |
13,043
+32
| +0.2% | +$3.7K | 1.11% | 20 |
|
|
2022
Q3 | $1.46M | Buy |
13,011
+100
| +0.8% | +$11.2K | 1.18% | 17 |
|
|
2022
Q2 | $1.47M | Sell |
12,911
-81
| -0.6% | -$9.22K | 1.14% | 17 |
|
|
2022
Q1 | $1.77M | Buy |
12,992
+407
| +3% | +$55.5K | 1.17% | 15 |
|
|
2021
Q4 | $1.72M | Sell |
12,585
-1,157
| -8% | -$158K | 1.11% | 17 |
|
|
2021
Q3 | $1.55M | Sell |
13,742
-649
| -5% | -$73K | 1.06% | 21 |
|
|
2021
Q2 | $1.54M | Buy |
14,391
+87
| +0.6% | +$9.33K | 1.09% | 19 |
|
|
2021
Q1 | $1.4M | Buy |
14,304
+14
| +0.1% | +$1.37K | 1.1% | 19 |
|
|
2020
Q4 | $1.33M | Buy |
+14,290
| New | +$1.33M | 1.27% | 15 |
|