Aevitas Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $809K | Buy |
7,000
+1,020
| +17% | +$118K | 0.48% | 48 |
|
2022
Q3 | $671K | Sell |
5,980
-160
| -3% | -$18K | 0.5% | 54 |
|
2022
Q2 | $699K | Sell |
6,140
-96
| -2% | -$10.9K | 0.47% | 59 |
|
2022
Q1 | $851K | Sell |
6,236
-591
| -9% | -$80.7K | 0.52% | 56 |
|
2021
Q4 | $932K | Buy |
6,827
+8
| +0.1% | +$1.09K | 0.56% | 52 |
|
2021
Q3 | $767K | Buy |
6,819
+10
| +0.1% | +$1.13K | 0.49% | 60 |
|
2021
Q2 | $731K | Buy |
6,809
+9
| +0.1% | +$966 | 0.47% | 59 |
|
2021
Q1 | $667K | Buy |
6,800
+11
| +0.2% | +$1.08K | 0.47% | 58 |
|
2020
Q4 | $633K | Buy |
6,789
+10
| +0.1% | +$932 | 0.46% | 59 |
|
2020
Q3 | $541K | Buy |
6,779
+12
| +0.2% | +$958 | 0.45% | 62 |
|
2020
Q2 | $513K | Buy |
6,767
+13
| +0.2% | +$986 | 0.47% | 60 |
|
2020
Q1 | $425K | Sell |
6,754
-964
| -12% | -$60.7K | 0.48% | 60 |
|
2019
Q4 | $656K | Buy |
7,718
+164
| +2% | +$13.9K | 0.62% | 47 |
|
2019
Q3 | $625K | Buy |
7,554
+14
| +0.2% | +$1.16K | 0.63% | 48 |
|
2019
Q2 | $620K | Sell |
7,540
-87
| -1% | -$7.15K | 0.62% | 49 |
|
2019
Q1 | $611K | Sell |
7,627
-87
| -1% | -$6.97K | 0.54% | 52 |
|
2018
Q4 | $503K | Sell |
7,714
-485
| -6% | -$31.6K | 0.51% | 56 |
|
2018
Q3 | $604K | Buy |
8,199
+14
| +0.2% | +$1.03K | 0.55% | 53 |
|
2018
Q2 | $559K | Buy |
8,185
+12
| +0.1% | +$820 | 0.54% | 55 |
|
2018
Q1 | $503K | Sell |
8,173
-87
| -1% | -$5.35K | 0.5% | 60 |
|
2017
Q4 | $562K | Buy |
+8,260
| New | +$562K | 0.53% | 56 |
|