WGAM
Wilkinson Global Asset Management’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,052
| Closed | -$237K | – | 97 |
|
|
2022
Q4 | $237K | Hold |
2,052
| – | – | 0.02% | 83 |
|
|
2022
Q3 | $230K | Hold |
2,052
| – | – | 0.02% | 84 |
|
|
2022
Q2 | $234K | Hold |
2,052
| – | – | 0.02% | 80 |
|
|
2022
Q1 | $280K | Hold |
2,052
| – | – | 0.02% | 76 |
|
|
2021
Q4 | $280K | Hold |
2,052
| – | – | 0.02% | 83 |
|
|
2021
Q3 | $231K | Hold |
2,052
| – | – | 0.01% | 90 |
|
|
2021
Q2 | $220K | Hold |
2,052
| – | – | 0.01% | 87 |
|
|
2021
Q1 | $201K | Buy |
+2,052
| New | +$201K | 0.01% | 87 |
|