LA
Legacy Advisors’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,915
| Closed | -$295K | – | 296 |
|
|
2025
Q1 | $295K | Buy |
1,915
+239
| +14% | +$36.9K | 0.03% | 329 |
|
|
2024
Q4 | $235K | Sell |
1,676
-492
| -23% | -$69K | 0.02% | 354 |
|
|
2024
Q3 | $291K | Buy |
+2,168
| New | +$291K | 0.03% | 300 |
|
|
2024
Q1 | – | Sell |
-2,128
| Closed | -$253K | – | 328 |
|
|
2023
Q4 | $253K | Buy |
2,128
+225
| +12% | +$26.8K | 0.03% | 264 |
|
|
2023
Q3 | $219K | Buy |
+1,903
| New | +$219K | 0.04% | 260 |
|
|
2023
Q2 | – | Sell |
-1,803
| Closed | -$207K | – | 272 |
|
|
2023
Q1 | $207K | Buy |
+1,803
| New | +$207K | 0.04% | 235 |
|
|
2020
Q2 | – | Sell |
-4,710
| Closed | -$296K | – | 108 |
|
|
2020
Q1 | $296K | Sell |
4,710
-117
| -2% | -$7.35K | 0.3% | 70 |
|
|
2019
Q4 | $411K | Buy |
4,827
+117
| +2% | +$9.96K | 0.26% | 77 |
|
|
2019
Q3 | $390K | Hold |
4,710
| – | – | 0.29% | 69 |
|
|
2019
Q2 | $388K | Sell |
4,710
-4,710
| -50% | -$388K | 0.26% | 70 |
|
|
2019
Q1 | $756K | Buy |
9,420
+4,710
| +100% | +$378K | 0.25% | 80 |
|
|
2018
Q4 | $307K | Hold |
4,710
| – | – | 0.23% | 87 |
|
|
2018
Q3 | $347K | Buy |
4,710
+3,950
| +520% | +$291K | 0.17% | 108 |
|
|
2018
Q2 | $52K | Buy |
760
+610
| +407% | +$41.7K | 0.04% | 185 |
|
|
2018
Q1 | $9K | Buy |
+150
| New | +$9K | 0.01% | 279 |
|