Sugarloaf Wealth Management’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$70.5K Hold
2024
Q3
$67.5K Hold
2024
Q2
$59.6K Hold
2024
Q1
$61.8K Hold
2023
Q4
$59.9K Hold
2023
Q3
$58K Hold
2023
Q2
$56.3K Hold
2023
Q1
$57.6K Hold
2022
Q4
$58.1K Sell
2022
Q3
$79K Hold
2022
Q2
$80K Hold
2022
Q1
$96K Hold
2021
Q4
$96K Hold
2021
Q3
$79K Hold
2021
Q2
$75K Hold
2021
Q1
$69 Hold
2020
Q4
$66K Hold
2020
Q3
$56K Hold
2020
Q2
$53K Hold
2020
Q1
$44K Hold
2019
Q4
$60K Buy