SVWAG
Sound View Wealth Advisors Group’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
10,496
-117
| -1% | -$17K | 0.11% | 149 |
|
|
2025
Q1 | $1.64M | Buy |
10,613
+168
| +2% | +$25.9K | 0.13% | 136 |
|
|
2024
Q4 | $1.46M | Buy |
10,445
+148
| +1% | +$20.8K | 0.12% | 145 |
|
|
2024
Q3 | $1.38M | Buy |
10,297
+227
| +2% | +$30.5K | 0.11% | 155 |
|
|
2024
Q2 | $1.19M | Sell |
10,070
-259
| -3% | -$30.7K | 0.12% | 147 |
|
|
2024
Q1 | $1.27M | Sell |
10,329
-232
| -2% | -$28.5K | 0.14% | 145 |
|
|
2023
Q4 | $1.26M | Buy |
10,561
+72
| +0.7% | +$8.58K | 0.14% | 140 |
|
|
2023
Q3 | $1.21M | Buy |
10,489
+25
| +0.2% | +$2.88K | 0.15% | 129 |
|
|
2023
Q2 | $1.17M | Sell |
10,464
-160
| -2% | -$17.9K | 0.15% | 126 |
|
|
2023
Q1 | $1.22M | Buy |
10,624
+63
| +0.6% | +$7.22K | 0.17% | 124 |
|
|
2022
Q4 | $1.26M | Buy |
10,561
+403
| +4% | +$48K | 0.14% | 140 |
|
|
2022
Q3 | $1.14M | Sell |
10,158
-66
| -0.6% | -$7.41K | 0.26% | 98 |
|
|
2022
Q2 | $1.16M | Sell |
10,224
-36
| -0.4% | -$4.1K | 0.24% | 101 |
|
|
2022
Q1 | $1.4M | Sell |
10,260
-10
| -0.1% | -$1.37K | 0.27% | 95 |
|
|
2021
Q4 | $1.4M | Buy |
10,270
+920
| +10% | +$126K | 0.27% | 94 |
|
|
2021
Q3 | $1.05M | Sell |
9,350
-423
| -4% | -$47.5K | 0.22% | 110 |
|
|
2021
Q2 | $1.05M | Hold |
9,773
| – | – | 0.22% | 110 |
|
|
2021
Q1 | $958K | Sell |
9,773
-481
| -5% | -$47.2K | 0.22% | 103 |
|
|
2020
Q4 | $955K | Buy |
10,254
+129
| +1% | +$12K | 0.23% | 102 |
|
|
2020
Q3 | $808K | Sell |
10,125
-577
| -5% | -$46K | 0.21% | 109 |
|
|
2020
Q2 | $811K | Buy |
10,702
+517
| +5% | +$39.2K | 0.23% | 104 |
|
|
2020
Q1 | $641K | Buy |
10,185
+45
| +0.4% | +$2.83K | 0.22% | 103 |
|
|
2019
Q4 | $863K | Sell |
10,140
-859
| -8% | -$73.1K | 0.24% | 101 |
|
|
2019
Q3 | $910K | Sell |
10,999
-272
| -2% | -$22.5K | 0.27% | 96 |
|
|
2019
Q2 | $927K | Buy |
+11,271
| New | +$927K | 0.27% | 96 |
|