LA
LVW Advisors’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
19,666
+396
| +2% | +$57.6K | 0.31% | 40 |
|
|
2025
Q1 | $2.97M | Buy |
19,270
+396
| +2% | +$61.1K | 0.36% | 38 |
|
|
2024
Q4 | $2.65M | Sell |
18,874
-310
| -2% | -$43.5K | 0.32% | 50 |
|
|
2024
Q3 | $2.57M | Sell |
19,184
-492
| -3% | -$66K | 0.33% | 48 |
|
|
2024
Q2 | $2.33M | Sell |
19,676
-3,488
| -15% | -$414K | 0.34% | 44 |
|
|
2024
Q1 | $2.84M | Buy |
23,164
+17
| +0.1% | +$2.09K | 0.48% | 36 |
|
|
2023
Q4 | $2.76M | Buy |
23,147
+2,812
| +14% | +$335K | 0.52% | 37 |
|
|
2023
Q3 | $2.35M | Buy |
20,335
+4,586
| +29% | +$529K | 0.48% | 41 |
|
|
2023
Q2 | $1.76M | Sell |
15,749
-1,899
| -11% | -$212K | 0.34% | 63 |
|
|
2023
Q1 | $2.02M | Sell |
17,648
-1,307
| -7% | -$150K | 0.4% | 57 |
|
|
2022
Q4 | $2.19M | Buy |
18,955
+204
| +1% | +$23.6K | 0.45% | 58 |
|
|
2022
Q3 | $2.1M | Buy |
18,751
+348
| +2% | +$39K | 0.47% | 57 |
|
|
2022
Q2 | $2.1M | Buy |
18,403
+1,229
| +7% | +$140K | 0.43% | 59 |
|
|
2022
Q1 | $2.34M | Sell |
17,174
-97
| -0.6% | -$13.2K | 0.4% | 57 |
|
|
2021
Q4 | $2.36M | Buy |
17,271
+456
| +3% | +$62.2K | 0.4% | 56 |
|
|
2021
Q3 | $1.89M | Buy |
16,815
+113
| +0.7% | +$12.7K | 0.33% | 61 |
|
|
2021
Q2 | $1.79M | Buy |
16,702
+4
| +0% | +$429 | 0.32% | 62 |
|
|
2021
Q1 | $1.64M | Buy |
16,698
+1,619
| +11% | +$159K | 0.31% | 62 |
|
|
2020
Q4 | $1.41M | Buy |
15,079
+1,802
| +14% | +$168K | 0.28% | 60 |
|
|
2020
Q3 | $1.06M | Buy |
13,277
+1,693
| +15% | +$135K | 0.23% | 68 |
|
|
2020
Q2 | $877K | Buy |
11,584
+37
| +0.3% | +$2.8K | 0.21% | 70 |
|
|
2020
Q1 | $727K | Sell |
11,547
-195
| -2% | -$12.3K | 0.19% | 72 |
|
|
2019
Q4 | $999K | Buy |
11,742
+683
| +6% | +$58.1K | 0.23% | 73 |
|
|
2019
Q3 | $915K | Hold |
11,059
| – | – | 0.23% | 72 |
|
|
2019
Q2 | $910K | Sell |
11,059
-5,519
| -33% | -$454K | 0.25% | 66 |
|
|
2019
Q1 | $1.33M | Buy |
16,578
+1,897
| +13% | +$152K | 0.35% | 58 |
|
|
2018
Q4 | $956K | Sell |
14,681
-9,750
| -40% | -$635K | 0.32% | 59 |
|
|
2018
Q3 | $1.8M | Buy |
24,431
+40
| +0.2% | +$2.95K | 0.51% | 45 |
|
|
2018
Q2 | $1.67M | Buy |
24,391
+485
| +2% | +$33.1K | 0.53% | 43 |
|
|
2018
Q1 | $1.47M | Buy |
23,906
+96
| +0.4% | +$5.91K | 0.46% | 47 |
|
|
2017
Q4 | $1.62M | Buy |
23,810
+834
| +4% | +$56.8K | 0.47% | 46 |
|
|
2017
Q3 | $1.38M | Buy |
22,976
+9,386
| +69% | +$563K | 0.55% | 39 |
|
|
2017
Q2 | $774K | Sell |
13,590
-256
| -2% | -$14.6K | 0.27% | 52 |
|
|
2017
Q1 | $816K | Buy |
13,846
+3,738
| +37% | +$220K | 0.29% | 51 |
|
|
2016
Q4 | $615K | Hold |
10,108
| – | – | 0.21% | 65 |
|
|
2016
Q3 | $585K | Buy |
10,108
+256
| +3% | +$14.8K | 0.19% | 68 |
|
|
2016
Q2 | $586K | Sell |
9,852
-12,059
| -55% | -$717K | 0.22% | 59 |
|
|
2016
Q1 | $1.18M | Buy |
21,911
+131
| +0.6% | +$7.07K | 0.38% | 45 |
|
|
2015
Q4 | $1.15M | Buy |
21,780
+43
| +0.2% | +$2.27K | 0.45% | 44 |
|
|
2015
Q3 | $1.04M | Buy |
21,737
+89
| +0.4% | +$4.24K | 0.48% | 48 |
|
|
2015
Q2 | $1.02M | Sell |
21,648
-1,063
| -5% | -$49.8K | 0.43% | 52 |
|
|
2015
Q1 | $1.13M | Buy |
22,711
+76
| +0.3% | +$3.77K | 0.54% | 44 |
|
|
2014
Q4 | $1.05M | Buy |
+22,635
| New | +$1.05M | 0.58% | 41 |
|