LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Sell |
29,862
-310
| -1% | -$45.1K | 0.04% | 93 |
|
|
2025
Q1 | $4.32M | Sell |
30,172
-375
| -1% | -$53.7K | 0.04% | 91 |
|
|
2024
Q4 | $4.52M | Hold |
30,547
| – | – | 0.04% | 102 |
|
|
2024
Q3 | $4.33M | Sell |
30,547
-405
| -1% | -$57.4K | 0.04% | 104 |
|
|
2024
Q2 | $3.85M | Sell |
30,952
-456
| -1% | -$56.7K | 0.04% | 92 |
|
|
2024
Q1 | $3.81M | Sell |
31,408
-1,110
| -3% | -$135K | 0.04% | 87 |
|
|
2023
Q4 | $3.96M | Sell |
32,518
-324
| -1% | -$39.4K | 0.04% | 89 |
|
|
2023
Q3 | $3.69M | Sell |
32,842
-835
| -2% | -$93.9K | 0.04% | 90 |
|
|
2023
Q2 | $3.77M | Sell |
33,677
-969
| -3% | -$108K | 0.04% | 91 |
|
|
2023
Q1 | $3.97M | Sell |
34,646
-2,166
| -6% | -$248K | 0.05% | 91 |
|
|
2022
Q4 | $4.25M | Buy |
36,812
+588
| +2% | +$67.9K | 0.05% | 84 |
|
|
2022
Q3 | $4.07M | Sell |
36,224
-3,593
| -9% | -$403K | 0.05% | 86 |
|
|
2022
Q2 | $4.53M | Sell |
39,817
-1,577
| -4% | -$180K | 0.06% | 87 |
|
|
2022
Q1 | $5.65M | Buy |
41,394
+471
| +1% | +$64.3K | 0.06% | 84 |
|
|
2021
Q4 | $5.59M | Sell |
40,923
-1,922
| -4% | -$262K | 0.05% | 89 |
|
|
2021
Q3 | $4.82M | Sell |
42,845
-600
| -1% | -$67.5K | 0.05% | 90 |
|
|
2021
Q2 | $4.66M | Sell |
43,445
-1,095
| -2% | -$118K | 0.05% | 92 |
|
|
2021
Q1 | $4.37M | Sell |
44,540
-313
| -0.7% | -$30.7K | 0.05% | 89 |
|
|
2020
Q4 | $4.18M | Buy |
44,853
+63
| +0.1% | +$5.87K | 0.05% | 92 |
|
|
2020
Q3 | $3.57M | Sell |
44,790
-22,975
| -34% | -$1.83M | 0.04% | 92 |
|
|
2020
Q2 | $5.13M | Sell |
67,765
-230
| -0.3% | -$17.4K | 0.07% | 78 |
|
|
2020
Q1 | $4.28M | Sell |
67,995
-449
| -0.7% | -$28.2K | 0.07% | 79 |
|
|
2019
Q4 | $5.82M | Sell |
68,444
-637
| -0.9% | -$54.2K | 0.08% | 81 |
|
|
2019
Q3 | $5.72M | Hold |
69,081
| – | – | 0.08% | 81 |
|
|
2019
Q2 | $5.69M | Sell |
69,081
-1,805
| -3% | -$149K | 0.08% | 86 |
|
|
2019
Q1 | $5.69M | Sell |
70,886
-1,602
| -2% | -$128K | 0.09% | 86 |
|
|
2018
Q4 | $4.72M | Sell |
72,488
-155
| -0.2% | -$10.1K | 0.09% | 88 |
|
|
2018
Q3 | $5.35M | Sell |
72,643
-2,081
| -3% | -$153K | 0.08% | 90 |
|
|
2018
Q2 | $5.11M | Sell |
74,724
-9,399
| -11% | -$642K | 0.09% | 89 |
|
|
2018
Q1 | $5.18M | Sell |
84,123
-301
| -0.4% | -$18.5K | 0.09% | 90 |
|
|
2017
Q4 | $5.75M | Sell |
84,424
-735
| -0.9% | -$50K | 0.11% | 88 |
|
|
2017
Q3 | $5.11M | Buy |
85,159
+465
| +0.5% | +$27.9K | 0.1% | 91 |
|
|
2017
Q2 | $4.9M | Sell |
84,694
-4,893
| -5% | -$283K | 0.1% | 90 |
|
|
2017
Q1 | $5.28M | Sell |
89,587
-555
| -0.6% | -$32.7K | 0.11% | 91 |
|
|
2016
Q4 | $5.49M | Sell |
90,142
-175
| -0.2% | -$10.7K | 0.12% | 90 |
|
|
2016
Q3 | $5.23M | Sell |
90,317
-410
| -0.5% | -$23.7K | 0.12% | 90 |
|
|
2016
Q2 | $5.4M | Buy |
90,727
+2,333
| +3% | +$139K | 0.12% | 87 |
|
|
2016
Q1 | $4.77M | Buy |
88,394
+175
| +0.2% | +$9.45K | 0.11% | 92 |
|
|
2015
Q4 | $4.67M | Sell |
88,219
-386
| -0.4% | -$20.4K | 0.12% | 94 |
|
|
2015
Q3 | $4.15M | Hold |
88,605
| – | – | 0.11% | 94 |
|
|
2015
Q2 | $4.15M | Sell |
88,605
-3,180
| -3% | -$149K | 0.11% | 94 |
|
|
2015
Q1 | $4.55M | Sell |
91,785
-205
| -0.2% | -$10.2K | 0.11% | 90 |
|
|
2014
Q4 | $4.25M | Sell |
91,990
-28,657
| -24% | -$1.32M | 0.11% | 93 |
|
|
2014
Q3 | $5.33M | Sell |
120,647
-6,397
| -5% | -$283K | 0.14% | 86 |
|
|
2014
Q2 | $5.28M | Sell |
127,044
-3,143
| -2% | -$131K | 0.14% | 85 |
|
|
2014
Q1 | $5.55M | Sell |
130,187
-1,300
| -1% | -$55.4K | 0.15% | 87 |
|
|
2013
Q4 | $5.99M | Sell |
131,487
-7,277
| -5% | -$331K | 0.17% | 85 |
|
|
2013
Q3 | $5.64M | Sell |
138,764
-5,541
| -4% | -$225K | 0.17% | 85 |
|
|
2013
Q2 | $5.27M | Buy |
+144,305
| New | +$5.27M | 0.16% | 92 |
|