PWM
Palumbo Wealth Management’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Buy |
3,210
+18
| +0.6% | +$2.62K | 0.14% | 111 |
|
|
2025
Q1 | $492K | Buy |
3,192
+74
| +2% | +$11.4K | 0.16% | 93 |
|
|
2024
Q4 | $437K | Buy |
3,118
+19
| +0.6% | +$2.67K | 0.16% | 95 |
|
|
2024
Q3 | $416K | Sell |
3,099
-28
| -0.9% | -$3.76K | 0.16% | 96 |
|
|
2024
Q2 | $371K | Sell |
3,127
-1,266
| -29% | -$150K | 0.16% | 98 |
|
|
2024
Q1 | $539K | Sell |
4,393
-95
| -2% | -$11.7K | 0.24% | 74 |
|
|
2023
Q4 | $535K | Buy |
4,488
+481
| +12% | +$57.3K | 0.27% | 69 |
|
|
2023
Q3 | $462K | Sell |
4,007
-12
| -0.3% | -$1.38K | 0.25% | 70 |
|
|
2023
Q2 | $450K | Sell |
4,019
-5,353
| -57% | -$599K | 0.28% | 65 |
|
|
2023
Q1 | $1.07M | Sell |
9,372
-522
| -5% | -$59.8K | 0.71% | 32 |
|
|
2022
Q4 | $1.14M | Buy |
9,894
+268
| +3% | +$31K | 0.91% | 25 |
|
|
2022
Q3 | $1.08M | Buy |
9,626
+131
| +1% | +$14.7K | 0.91% | 22 |
|
|
2022
Q2 | $1.08M | Buy |
9,495
+169
| +2% | +$19.2K | 0.86% | 24 |
|
|
2022
Q1 | $1.27M | Buy |
9,326
+142
| +2% | +$19.4K | 0.82% | 25 |
|
|
2021
Q4 | $1.25M | Buy |
9,184
+372
| +4% | +$50.8K | 0.79% | 21 |
|
|
2021
Q3 | $991K | Sell |
8,812
-918
| -9% | -$103K | 0.65% | 26 |
|
|
2021
Q2 | $1.04M | Buy |
9,730
+587
| +6% | +$63K | 0.7% | 31 |
|
|
2021
Q1 | $896K | Buy |
9,143
+620
| +7% | +$60.8K | 0.68% | 34 |
|
|
2020
Q4 | $794K | Buy |
+8,523
| New | +$794K | 0.64% | 31 |
|