Alera Investment Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $495K | Buy |
3,687
+447
| +14% | +$60K | 0.06% | 138 |
|
|
2024
Q2 | $384K | Sell |
3,240
-840
| -21% | -$99.6K | 0.05% | 166 |
|
|
2024
Q1 | $501K | Sell |
4,080
-49
| -1% | -$6.02K | 0.07% | 118 |
|
|
2023
Q4 | $492K | Sell |
4,129
-134
| -3% | -$16K | 0.06% | 119 |
|
|
2023
Q3 | $492K | Buy |
4,263
+1,091
| +34% | +$126K | 0.08% | 114 |
|
|
2023
Q2 | $355K | Sell |
3,172
-199
| -6% | -$22.3K | 0.08% | 132 |
|
|
2023
Q1 | $386K | Buy |
3,371
+8
| +0.2% | +$917 | 0.09% | 131 |
|
|
2022
Q4 | $389K | Sell |
3,363
-86
| -2% | -$9.94K | 0.09% | 125 |
|
|
2022
Q3 | $387K | Buy |
3,449
+50
| +1% | +$5.61K | 0.11% | 123 |
|
|
2022
Q2 | $387K | Sell |
3,399
-1,918
| -36% | -$218K | 0.11% | 125 |
|
|
2022
Q1 | $725K | Buy |
+5,317
| New | +$725K | 0.17% | 85 |
|
|
2019
Q2 | – | Sell |
-1,262
| Closed | -$101K | – | 733 |
|
|
2019
Q1 | $101K | Buy |
1,262
+511
| +68% | +$40.9K | 0.05% | 106 |
|
|
2018
Q4 | $49K | Buy |
+751
| New | +$49K | 0.03% | 176 |
|