Ropes Wealth Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $426K | Hold |
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|
2023
Q2 | $413K | Hold |
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|
2023
Q1 | $423K | Buy |
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|
2022
Q4 | $400K | Buy |
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|
2022
Q3 | $366K | Hold |
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|
2022
Q2 | $372K | Hold |
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|
2022
Q1 | $445K | Sell |
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|
2021
Q4 | $560K | Sell |
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|
2021
Q3 | $1.8M | Sell |
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|
2021
Q2 | $1.78M | Buy |
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|
2021
Q1 | $1.63M | Buy |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $969K | Buy |
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|
2020
Q2 | $873K | Sell |
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|
2020
Q1 | $728K | Sell |
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|
2019
Q4 | $1M | Buy |
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|
2019
Q3 | $919K | Sell |
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|
2019
Q2 | $917K | Buy |
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|
2019
Q1 | $862K | Sell |
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|
2018
Q4 | $727K | Buy |
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|
2018
Q3 | $702K | Buy |
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|
2018
Q2 | $557K | Hold |
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|
2018
Q1 | $502K | Buy |
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|
2017
Q4 | $536K | Buy |
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|
2017
Q3 | $370K | Buy |
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|
2017
Q2 | $261K | Buy |
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|
2017
Q1 | $260K | Buy |
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|
2016
Q4 | $117K | Hold |
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|
2016
Q3 | $111K | Buy |
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|
2016
Q2 | $110K | Buy |
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|
2016
Q1 | $21K | Buy |
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|
2015
Q4 | $10K | Hold |
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|
2015
Q3 | $9K | Buy |
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|
2015
Q2 | $2K | Hold |
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|
2015
Q1 | $3K | Buy |
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