PWAG
Polaris Wealth Advisory Group’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,234
| Closed | -$714K | – | 181 |
|
|
2023
Q1 | $714K | Buy |
6,234
+42
| +0.7% | +$4.81K | 0.05% | 125 |
|
|
2022
Q4 | $741K | Buy |
6,192
+82
| +1% | +$9.81K | 0.06% | 124 |
|
|
2022
Q3 | $671K | Buy |
6,110
+92
| +2% | +$10.1K | 0.06% | 108 |
|
|
2022
Q2 | $685K | Sell |
6,018
-1,115
| -16% | -$127K | 0.05% | 97 |
|
|
2022
Q1 | $997K | Buy |
+7,133
| New | +$997K | 0.07% | 93 |
|
|
2021
Q1 | – | Sell |
-183,011
| Closed | -$16.8M | – | 193 |
|
|
2020
Q4 | $16.8M | Buy |
183,011
+3,115
| +2% | +$287K | 1.26% | 31 |
|
|
2020
Q3 | $14.7M | Buy |
+179,896
| New | +$14.7M | 1.38% | 29 |
|