Sugarloaf Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $70.5K | Hold |
503
| – | – | 0.01% | 258 |
|
|
2024
Q3 | $67.5K | Hold |
503
| – | – | 0.01% | 278 |
|
|
2024
Q2 | $59.6K | Hold |
503
| – | – | 0.01% | 278 |
|
|
2024
Q1 | $61.8K | Hold |
503
| – | – | 0.01% | 271 |
|
|
2023
Q4 | $59.9K | Hold |
503
| – | – | 0.01% | 269 |
|
|
2023
Q3 | $58K | Hold |
503
| – | – | 0.01% | 269 |
|
|
2023
Q2 | $56.3K | Hold |
503
| – | – | 0.01% | 272 |
|
|
2023
Q1 | $57.6K | Hold |
503
| – | – | 0.01% | 268 |
|
|
2022
Q4 | $58.1K | Sell |
503
-200
| -28% | -$23.1K | 0.01% | 264 |
|
|
2022
Q3 | $79K | Hold |
703
| – | – | 0.02% | 224 |
|
|
2022
Q2 | $80K | Hold |
703
| – | – | 0.02% | 215 |
|
|
2022
Q1 | $96K | Hold |
703
| – | – | 0.02% | 192 |
|
|
2021
Q4 | $96K | Hold |
703
| – | – | 0.02% | 205 |
|
|
2021
Q3 | $79K | Hold |
703
| – | – | 0.02% | 215 |
|
|
2021
Q2 | $75K | Hold |
703
| – | – | 0.02% | 220 |
|
|
2021
Q1 | $69 | Hold |
703
| – | – | 0.02% | 231 |
|
|
2020
Q4 | $66K | Hold |
703
| – | – | 0.02% | 221 |
|
|
2020
Q3 | $56K | Hold |
703
| – | – | 0.02% | 225 |
|
|
2020
Q2 | $53K | Hold |
703
| – | – | 0.02% | 227 |
|
|
2020
Q1 | $44K | Hold |
703
| – | – | 0.02% | 236 |
|
|
2019
Q4 | $60K | Buy |
+703
| New | +$60K | 0.03% | 233 |
|