SWA
Sutton Wealth Advisors’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $124K | Sell |
1,077
-1
| -0.1% | -$115 | 0.06% | 150 |
|
|
2023
Q2 | $121K | Sell |
1,078
-4
| -0.4% | -$447 | 0.06% | 151 |
|
|
2023
Q1 | $124K | Buy |
1,082
+1
| +0.1% | +$115 | 0.07% | 142 |
|
|
2022
Q4 | $125K | Sell |
1,081
-29
| -3% | -$3.35K | 0.05% | 221 |
|
|
2022
Q3 | $125K | Buy |
1,110
+13
| +1% | +$1.46K | 0.05% | 222 |
|
|
2022
Q2 | $125K | Buy |
1,097
+4
| +0.4% | +$455 | 0.05% | 213 |
|
|
2022
Q1 | $149K | Buy |
1,093
+22
| +2% | +$3K | 0.05% | 206 |
|
|
2021
Q4 | $146K | Buy |
1,071
+6
| +0.6% | +$819 | 0.05% | 214 |
|
|
2021
Q3 | $120K | Hold |
1,065
| – | – | 0.04% | 232 |
|
|
2021
Q2 | $114K | Hold |
1,065
| – | – | 0.04% | 238 |
|
|
2021
Q1 | $104K | Sell |
1,065
-10
| -0.9% | -$980 | 0.04% | 238 |
|
|
2020
Q4 | $100K | Buy |
1,075
+12
| +1% | +$1.12K | 0.04% | 225 |
|
|
2020
Q3 | $84.8K | Hold |
1,063
| – | – | 0.04% | 229 |
|
|
2020
Q2 | $80.5K | Buy |
1,063
+5
| +0.5% | +$379 | 0.04% | 225 |
|
|
2020
Q1 | $66.6K | Buy |
1,058
+18
| +2% | +$1.13K | 0.04% | 228 |
|
|
2019
Q4 | $88.5K | Hold |
1,040
| – | – | 0.05% | 225 |
|
|
2019
Q3 | $86.1K | Hold |
1,040
| – | – | 0.05% | 226 |
|
|
2019
Q2 | $85.6K | Hold |
1,040
| – | – | 0.05% | 226 |
|
|
2019
Q1 | $83.4K | Buy |
1,040
+9
| +0.9% | +$722 | 0.05% | 228 |
|
|
2018
Q4 | $67.2K | Buy |
1,031
+550
| +114% | +$35.8K | 0.04% | 237 |
|
|
2018
Q3 | $35.4K | Hold |
481
| – | – | 0.02% | 386 |
|
|
2018
Q2 | $32.9K | Hold |
481
| – | – | 0.02% | 401 |
|
|
2018
Q1 | $29.6K | Hold |
481
| – | – | 0.02% | 424 |
|
|
2017
Q4 | $32.7K | Hold |
481
| – | – | 0.02% | 391 |
|
|
2017
Q3 | $28.8K | Hold |
481
| – | – | 0.02% | 414 |
|
|
2017
Q2 | $27.4K | Buy |
481
+5
| +1% | +$285 | 0.02% | 431 |
|
|
2017
Q1 | $28K | Hold |
476
| – | – | 0.02% | 388 |
|
|
2016
Q4 | $29K | Hold |
476
| – | – | 0.03% | 379 |
|
|
2016
Q3 | $27.5K | Hold |
476
| – | – | 0.03% | 381 |
|
|
2016
Q2 | $28.3K | Hold |
476
| – | – | 0.03% | 346 |
|
|
2016
Q1 | $25.7K | Buy |
+476
| New | +$25.7K | 0.02% | 372 |
|