OBWP
O'Brien Wealth Partners’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Buy |
1,279
+2
| +0.2% | +$291 | 0.03% | 52 |
|
|
2025
Q1 | $197K | Hold |
1,277
| – | – | 0.04% | 48 |
|
|
2024
Q4 | $179K | Sell |
1,277
-173
| -12% | -$24.3K | 0.03% | 49 |
|
|
2024
Q3 | $195K | Hold |
1,450
| – | – | 0.04% | 46 |
|
|
2024
Q2 | $172K | Sell |
1,450
-5
| -0.3% | -$593 | 0.04% | 43 |
|
|
2024
Q1 | $179K | Hold |
1,455
| – | – | 0.04% | 44 |
|
|
2023
Q4 | $173K | Sell |
1,455
-78
| -5% | -$9.29K | 0.05% | 46 |
|
|
2023
Q3 | $177K | Hold |
1,533
| – | – | 0.05% | 44 |
|
|
2023
Q2 | $171K | Sell |
1,533
-4
| -0.3% | -$447 | 0.05% | 46 |
|
|
2023
Q1 | $176K | Sell |
1,537
-4
| -0.3% | -$458 | 0.06% | 46 |
|
|
2022
Q4 | $178K | Buy |
+1,541
| New | +$178K | 0.07% | 45 |
|
|
2022
Q3 | – | Sell |
-1,679
| Closed | -$191K | – | 64 |
|
|
2022
Q2 | $191K | Sell |
1,679
-1
| -0.1% | -$114 | 0.08% | 50 |
|
|
2022
Q1 | $202K | Buy |
1,680
+36
| +2% | +$4.33K | 0.08% | 40 |
|
|
2021
Q4 | $199K | Sell |
1,644
-3
| -0.2% | -$363 | 0.07% | 40 |
|
|
2021
Q3 | $192K | Buy |
+1,647
| New | +$192K | 0.07% | 34 |
|
|
2019
Q4 | – | Sell |
-2,455
| Closed | -$203K | – | 46 |
|
|
2019
Q3 | $203K | Hold |
2,455
| – | – | 0.16% | 35 |
|
|
2019
Q2 | $209K | Sell |
2,455
-500
| -17% | -$42.6K | 0.15% | 38 |
|
|
2019
Q1 | $237K | Buy |
+2,955
| New | +$237K | 0.17% | 35 |
|
|
2018
Q4 | – | Sell |
-1,925
| Closed | -$142K | – | 158 |
|
|
2018
Q3 | $142K | Hold |
1,925
| – | – | 0.09% | 45 |
|
|
2018
Q2 | $132K | Hold |
1,925
| – | – | 0.1% | 28 |
|
|
2018
Q1 | $119K | Buy |
+1,925
| New | +$119K | 0.08% | 43 |
|