SWA
SOA Wealth Advisors’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Buy |
860
+5
| +0.6% | +$727 | 0.02% | 253 |
|
|
2025
Q1 | $132K | Buy |
855
+5
| +0.6% | +$771 | 0.03% | 231 |
|
|
2024
Q4 | $119K | Buy |
850
+5
| +0.6% | +$701 | 0.02% | 238 |
|
|
2024
Q3 | $113K | Buy |
845
+6
| +0.7% | +$805 | 0.02% | 241 |
|
|
2024
Q2 | $99.5K | Sell |
839
-113
| -12% | -$13.4K | 0.02% | 249 |
|
|
2024
Q1 | $117K | Buy |
952
+6
| +0.6% | +$737 | 0.02% | 231 |
|
|
2023
Q4 | $113K | Sell |
946
-5
| -0.5% | -$596 | 0.03% | 221 |
|
|
2023
Q3 | $110K | Buy |
951
+111
| +13% | +$12.8K | 0.03% | 216 |
|
|
2023
Q2 | $94K | Buy |
840
+7
| +0.8% | +$783 | 0.02% | 240 |
|
|
2023
Q1 | $95.5K | Buy |
833
+5
| +0.6% | +$573 | 0.02% | 229 |
|
|
2022
Q4 | $95.6K | Buy |
828
+1
| +0.1% | +$116 | 0.03% | 225 |
|
|
2022
Q3 | $92K | Sell |
827
-7
| -0.8% | -$779 | 0.03% | 210 |
|
|
2022
Q2 | $95K | Sell |
834
-523
| -39% | -$59.6K | 0.03% | 209 |
|
|
2022
Q1 | $185K | Buy |
1,357
+5
| +0.4% | +$682 | 0.05% | 170 |
|
|
2021
Q4 | $184K | Buy |
1,352
+4
| +0.3% | +$544 | 0.04% | 168 |
|
|
2021
Q3 | $151K | Buy |
1,348
+3
| +0.2% | +$336 | 0.04% | 181 |
|
|
2021
Q2 | $144K | Buy |
1,345
+134
| +11% | +$14.3K | 0.04% | 186 |
|
|
2021
Q1 | $118K | Buy |
1,211
+92
| +8% | +$8.96K | 0.03% | 183 |
|
|
2020
Q4 | $101K | Buy |
+1,119
| New | +$101K | 0.03% | 189 |
|