WAG
Windsor Advisory Group’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30M | Hold |
206,264
| – | – | 42.58% | 1 |
|
|
2025
Q1 | $31.8M | Buy |
206,264
+254
| +0.1% | +$39.2K | 41.13% | 1 |
|
|
2024
Q4 | $28.9M | Buy |
206,010
+403
| +0.2% | +$56.5K | 33.59% | 1 |
|
|
2024
Q3 | $27.6M | Buy |
205,607
+169,861
| +475% | +$22.8M | 31.14% | 1 |
|
|
2024
Q2 | $4.24M | Buy |
35,746
+170
| +0.5% | +$20.2K | 8.5% | 2 |
|
|
2024
Q1 | $4.37M | Buy |
35,576
+26
| +0.1% | +$3.19K | 12.31% | 1 |
|
|
2023
Q4 | $4.23M | Buy |
35,550
+2,072
| +6% | +$247K | 12.6% | 1 |
|
|
2023
Q3 | $3.86M | Hold |
33,478
| – | – | 9.18% | 2 |
|
|
2023
Q2 | $3.75M | Hold |
33,478
| – | – | 9.25% | 2 |
|
|
2023
Q1 | $3.84M | Sell |
33,478
-30
| -0.1% | -$3.44K | 9.18% | 2 |
|
|
2022
Q4 | $3.87M | Buy |
+33,508
| New | +$3.87M | 10.27% | 2 |
|