Pacific Capital Wealth Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-404
| Closed | -$56.6K | – | 290 |
|
|
2024
Q4 | $56.6K | Hold |
404
| – | – | 0.01% | 139 |
|
|
2024
Q3 | $54.2K | Hold |
404
| – | – | 0.01% | 150 |
|
|
2024
Q2 | $47.9K | Hold |
404
| – | – | 0.01% | 153 |
|
|
2024
Q1 | $49.6K | Hold |
404
| – | – | 0.01% | 134 |
|
|
2023
Q4 | $48.1K | Buy |
+404
| New | +$48.1K | 0.01% | 136 |
|
|
2020
Q4 | – | Sell |
-372
| Closed | -$30K | – | 154 |
|
|
2020
Q3 | $30K | Buy |
+372
| New | +$30K | 0.02% | 125 |
|