Motive Wealth Advisors’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,097
Closed -$235K 63
2022
Q3
$235K Sell
2,097
-660
-24% -$74K 0.19% 48
2022
Q2
$314K Sell
2,757
-646
-19% -$73.6K 0.25% 60
2022
Q1
$465K Sell
3,403
-1,640
-33% -$224K 0.32% 53
2021
Q4
$688K Sell
5,043
-1,730
-26% -$236K 0.41% 47
2021
Q3
$762K Sell
6,773
-519
-7% -$58.4K 0.51% 44
2021
Q2
$782K Buy
+7,292
New +$782K 0.56% 44