PPWM
PFG Private Wealth Management’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-77
| Closed | -$11.9K | – | 186 |
|
|
2025
Q1 | $11.9K | Buy |
+77
| New | +$11.9K | 0.01% | 141 |
|
|
2023
Q4 | – | Sell |
-274
| Closed | -$31.6K | – | 279 |
|
|
2023
Q3 | $31.6K | Sell |
274
-526
| -66% | -$60.7K | 0.02% | 136 |
|
|
2023
Q2 | $89.5K | Buy |
800
+4
| +0.5% | +$447 | 0.05% | 124 |
|
|
2023
Q1 | $91.2K | Buy |
796
+2
| +0.3% | +$229 | 0.06% | 111 |
|
|
2022
Q4 | $92K | Sell |
794
-9
| -1% | -$1.04K | 0.06% | 95 |
|
|
2022
Q3 | $90K | Sell |
803
-16
| -2% | -$1.79K | 0.06% | 83 |
|
|
2022
Q2 | $93K | Buy |
819
+4
| +0.5% | +$454 | 0.05% | 110 |
|
|
2022
Q1 | $111K | Buy |
815
+9
| +1% | +$1.23K | 0.06% | 99 |
|
|
2021
Q4 | $110K | Sell |
806
-5
| -0.6% | -$682 | 0.06% | 87 |
|
|
2021
Q3 | $91K | Buy |
+811
| New | +$91K | 0.05% | 80 |
|