Affiance Financial’s Paychex PAYX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-530	Closed	-$61.2K	–	323
2022 Q4	$61.2K	Buy	+530	New	+$61.2K	0.02%	158
2022 Q3	–	Sell	-1,810	Closed	-$206K	–	141
2022 Q2	$206K	Hold	1,810	–	–	0.11%	82
2022 Q1	$247K	Hold	1,810	–	–	0.12%	83
2021 Q4	$247K	Sell	1,810 -102	-5%	-$13.9K	0.1%	98
2021 Q3	$215K	Hold	1,912	–	–	0.09%	105
2021 Q2	$205K	Buy	+1,912	New	+$205K	0.09%	110
2020 Q1	–	Sell	-9,887	Closed	-$841K	–	147
2019 Q4	$841K	Sell	9,887 -2,675	-21%	-$228K	0.46%	38
2019 Q3	$1.04M	Sell	12,562 -1,679	-12%	-$139K	0.63%	33
2019 Q2	$1.17M	Hold	14,241	–	–	0.72%	27
2019 Q1	$1.14M	Hold	14,241	–	–	0.72%	27
2018 Q4	$928K	Hold	14,241	–	–	0.61%	34
2018 Q3	$1.05M	Hold	14,241	–	–	0.69%	28
2018 Q2	$973K	Buy	14,241 +1,600	+13%	+$109K	0.74%	27
2018 Q1	$779K	Hold	12,641	–	–	0.69%	27
2017 Q4	$861K	Hold	12,641	–	–	0.64%	28
2017 Q3	$758K	Hold	12,641	–	–	0.61%	29
2017 Q2	$720K	Hold	12,641	–	–	0.57%	30
2017 Q1	$745K	Sell	12,641 -419	-3%	-$24.7K	0.58%	32
2016 Q4	$795K	Hold	13,060	–	–	0.64%	30
2016 Q3	$756K	Sell	13,060 -81	-0.6%	-$4.69K	0.61%	31
2016 Q2	$782K	Sell	13,141 -273	-2%	-$16.2K	0.66%	31
2016 Q1	$724K	Hold	13,414	–	–	0.69%	31
2015 Q4	$709K	Buy	13,414 +802	+6%	+$42.4K	0.73%	31
2015 Q3	$601K	Hold	12,612	–	–	0.75%	37
2015 Q2	$591K	Hold	12,612	–	–	0.75%	38
2015 Q1	$626K	Buy	12,612 +139	+1%	+$6.9K	0.95%	28
2014 Q4	$576K	Buy	+12,473	New	+$576K	1.01%	26