SAG
SageView Advisory Group’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
9,462
+42
| +0.4% | +$6.14K | 0.05% | 196 |
|
|
2025
Q1 | $1.45M | Buy |
9,420
+1
| +0% | +$154 | 0.06% | 168 |
|
|
2024
Q4 | $1.32M | Buy |
9,419
+158
| +2% | +$22.2K | 0.06% | 184 |
|
|
2024
Q3 | $1.24M | Sell |
9,261
-1,637
| -15% | -$220K | 0.06% | 165 |
|
|
2024
Q2 | $1.29M | Buy |
+10,898
| New | +$1.29M | 0.06% | 185 |
|
|
2024
Q1 | – | Sell |
-10,968
| Closed | -$1.34M | – | 733 |
|
|
2023
Q4 | $1.34M | Buy |
10,968
+7,185
| +190% | +$880K | 0.06% | 209 |
|
|
2023
Q3 | $436K | Buy |
3,783
+54
| +1% | +$6.23K | 0.03% | 351 |
|
|
2023
Q2 | $417K | Buy |
3,729
+46
| +1% | +$5.15K | 0.02% | 376 |
|
|
2023
Q1 | $422K | Buy |
3,683
+8
| +0.2% | +$917 | 0.03% | 332 |
|
|
2022
Q4 | $425K | Buy |
+3,675
| New | +$425K | 0.03% | 264 |
|