OWA
Outlook Wealth Advisors’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,847
| Closed | -$382K | – | 271 |
|
|
2024
Q3 | $382K | Buy |
2,847
+196
| +7% | +$26.3K | 0.11% | 172 |
|
|
2024
Q2 | $314K | Buy |
2,651
+403
| +18% | +$47.8K | 0.1% | 208 |
|
|
2024
Q1 | $276K | Buy |
2,248
+451
| +25% | +$55.4K | 0.09% | 223 |
|
|
2023
Q4 | $214K | Buy |
+1,797
| New | +$214K | 0.07% | 227 |
|