Appleton Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,589
| Closed | -$1.67M | – | 270 |
|
|
2024
Q1 | $1.67M | Sell |
13,589
-3,703
| -21% | -$455K | 0.13% | 112 |
|
|
2023
Q4 | $2.06M | Buy |
17,292
+978
| +6% | +$117K | 0.17% | 108 |
|
|
2023
Q3 | $1.88M | Buy |
16,314
+427
| +3% | +$49.2K | 0.17% | 106 |
|
|
2023
Q2 | $1.78M | Buy |
15,887
+705
| +5% | +$78.9K | 0.15% | 114 |
|
|
2023
Q1 | $1.74M | Sell |
15,182
-150
| -1% | -$17.2K | 0.15% | 118 |
|
|
2022
Q4 | $1.77M | Sell |
15,332
-775
| -5% | -$89.6K | 0.17% | 118 |
|
|
2022
Q3 | $1.81M | Buy |
16,107
+100
| +0.6% | +$11.2K | 0.18% | 111 |
|
|
2022
Q2 | $1.82M | Sell |
16,007
-1,465
| -8% | -$167K | 0.17% | 111 |
|
|
2022
Q1 | $2.38M | Sell |
17,472
-1,945
| -10% | -$265K | 0.19% | 106 |
|
|
2021
Q4 | $2.65M | Sell |
19,417
-175
| -0.9% | -$23.9K | 0.2% | 103 |
|
|
2021
Q3 | $2.2M | Buy |
19,592
+572
| +3% | +$64.3K | 0.18% | 113 |
|
|
2021
Q2 | $2.04M | Sell |
19,020
-205
| -1% | -$22K | 0.17% | 115 |
|
|
2021
Q1 | $1.88M | Sell |
19,225
-40
| -0.2% | -$3.92K | 0.18% | 120 |
|
|
2020
Q4 | $1.8M | Sell |
19,265
-370
| -2% | -$34.5K | 0.18% | 114 |
|
|
2020
Q3 | $1.57M | Buy |
19,635
+694
| +4% | +$55.4K | 0.17% | 111 |
|
|
2020
Q2 | $1.44M | Sell |
18,941
-853
| -4% | -$64.6K | 0.17% | 115 |
|
|
2020
Q1 | $1.25M | Sell |
19,794
-859
| -4% | -$54K | 0.17% | 115 |
|
|
2019
Q4 | $1.76M | Buy |
20,653
+483
| +2% | +$41.1K | 0.19% | 117 |
|
|
2019
Q3 | $1.67M | Sell |
20,170
-155
| -0.8% | -$12.8K | 0.2% | 114 |
|
|
2019
Q2 | $1.67M | Sell |
20,325
-7
| -0% | -$576 | 0.21% | 117 |
|
|
2019
Q1 | $1.63M | Buy |
20,332
+821
| +4% | +$65.9K | 0.22% | 117 |
|
|
2018
Q4 | $1.27M | Sell |
19,511
-234
| -1% | -$15.2K | 0.19% | 122 |
|
|
2018
Q3 | $1.45M | Buy |
19,745
+2,854
| +17% | +$210K | 0.19% | 116 |
|
|
2018
Q2 | $1.15M | Buy |
16,891
+2,891
| +21% | +$198K | 0.17% | 128 |
|
|
2018
Q1 | $862K | Buy |
14,000
+1,940
| +16% | +$119K | 0.13% | 151 |
|
|
2017
Q4 | $821K | Buy |
12,060
+440
| +4% | +$30K | 0.13% | 147 |
|
|
2017
Q3 | $697K | Buy |
11,620
+515
| +5% | +$30.9K | 0.12% | 146 |
|
|
2017
Q2 | $632K | Buy |
11,105
+3,890
| +54% | +$221K | 0.11% | 151 |
|
|
2017
Q1 | $425K | Buy |
7,215
+795
| +12% | +$46.8K | 0.08% | 174 |
|
|
2016
Q4 | $391K | Sell |
6,420
-45
| -0.7% | -$2.74K | 0.08% | 160 |
|
|
2016
Q3 | $374K | Buy |
6,465
+40
| +0.6% | +$2.31K | 0.07% | 160 |
|
|
2016
Q2 | $382K | Buy |
6,425
+180
| +3% | +$10.7K | 0.08% | 155 |
|
|
2016
Q1 | $337K | Sell |
6,245
-300
| -5% | -$16.2K | 0.07% | 168 |
|
|
2015
Q4 | $346K | Buy |
+6,545
| New | +$346K | 0.07% | 176 |
|