Regent Peak Wealth Advisors’s Paycom PAYC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $236K | Buy |
1,078
+4
| +0.4% | +$874 | 0.06% | 149 |
|
2024
Q4 | $220K | Buy |
+1,074
| New | +$220K | 0.05% | 152 |
|
2024
Q2 | – | Sell |
-1,123
| Closed | -$223K | – | 176 |
|
2024
Q1 | $223K | Hold |
1,123
| – | – | 0.06% | 150 |
|
2023
Q4 | $232K | Buy |
1,123
+28
| +3% | +$5.79K | 0.06% | 134 |
|
2023
Q3 | $284K | Buy |
+1,095
| New | +$284K | 0.09% | 112 |
|
2021
Q1 | – | Sell |
-94
| Closed | -$43K | – | 731 |
|
2020
Q4 | $43K | Buy |
+94
| New | +$43K | 0.01% | 329 |
|