Laurel Wealth Advisors (California)’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $538K | Buy |
4,654
+14
| +0.3% | +$1.64K | 0.05% | 342 |
|
|
2022
Q3 | $521K | Sell |
4,640
-893
| -16% | -$111K | 0.06% | 331 |
|
|
2022
Q2 | $630K | Buy |
5,533
+300
| +6% | +$37.7K | 0.06% | 307 |
|
|
2022
Q1 | $714K | Buy |
5,233
+12
| +0.2% | +$1.47K | 0.06% | 322 |
|
|
2021
Q4 | $713K | Buy |
5,221
+744
| +17% | +$92K | 0.06% | 344 |
|
|
2021
Q3 | $503K | Sell |
4,477
-183
| -4% | -$20.6K | 0.09% | 228 |
|
|
2021
Q2 | $500K | Sell |
4,660
-115
| -2% | -$11.6K | 0.06% | 276 |
|
|
2021
Q1 | $468K | Sell |
4,775
-164
| -3% | -$15.1K | 0.07% | 266 |
|
|
2020
Q4 | $460K | Buy |
4,939
+3
| +0.1% | +$266 | 0.07% | 257 |
|
|
2020
Q3 | $394K | Sell |
4,936
-54
| -1% | -$4.05K | 0.07% | 257 |
|
|
2020
Q2 | $378K | Buy |
4,990
+174
| +4% | +$12.1K | 0.07% | 258 |
|
|
2020
Q1 | $303K | Sell |
4,816
-726
| -13% | -$58K | 0.07% | 272 |
|
|
2019
Q4 | $472K | Sell |
5,542
-1,271
| -19% | -$107K | 0.08% | 265 |
|
|
2019
Q3 | $564K | Buy |
6,813
+1,459
| +27% | +$121K | 0.1% | 226 |
|
|
2019
Q2 | $441K | Sell |
5,354
-58
| -1% | -$4.89K | 0.1% | 228 |
|
|
2019
Q1 | $434K | Buy |
5,412
+14
| +0.3% | +$1.03K | 0.11% | 210 |
|
|
2018
Q4 | $351K | Buy |
5,398
+118
| +2% | +$7.99K | 0.11% | 220 |
|
|
2018
Q3 | $388K | Sell |
5,280
-2,796
| -35% | -$201K | 0.1% | 231 |
|
|
2018
Q2 | $552K | Sell |
8,076
-76
| -0.9% | -$4.9K | 0.15% | 152 |
|
|
2018
Q1 | $502K | Sell |
8,152
-2,081
| -20% | -$138K | 0.16% | 159 |
|
|
2017
Q4 | $696K | Buy |
10,233
+3,924
| +62% | +$258K | 0.2% | 120 |
|
|
2017
Q3 | $378K | Sell |
6,309
-107
| -2% | -$6.11K | 0.13% | 186 |
|
|
2017
Q2 | $365K | Buy |
6,416
+456
| +8% | +$26.8K | 0.13% | 185 |
|
|
2017
Q1 | $351K | Buy |
5,960
+592
| +11% | +$36K | 0.14% | 177 |
|
|
2016
Q4 | $326K | Sell |
5,368
-2,339
| -30% | -$135K | 0.15% | 167 |
|
|
2016
Q3 | $446K | Sell |
7,707
-100
| -1% | -$6K | 0.22% | 122 |
|
|
2016
Q2 | $465K | Sell |
7,807
-31
| -0.4% | -$1.66K | 0.23% | 114 |
|
|
2016
Q1 | $423K | Sell |
7,838
-111
| -1% | -$5.59K | 0.22% | 124 |
|
|
2015
Q4 | $420K | Buy |
+7,949
| New | +$416K | 0.22% | 122 |
|