Bartlett & Co’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $77K | Hold |
645
| – | – | ﹤0.01% | 619 |
|
|
2023
Q3 | $74K | Hold |
645
| – | – | ﹤0.01% | 583 |
|
|
2023
Q2 | $72K | Buy |
645
+113
| +21% | +$12.6K | ﹤0.01% | 596 |
|
|
2023
Q1 | $61K | Hold |
532
| – | – | ﹤0.01% | 542 |
|
|
2022
Q4 | $61K | Hold |
532
| – | – | ﹤0.01% | 554 |
|
|
2022
Q3 | $60K | Sell |
532
-52
| -9% | -$5.87K | ﹤0.01% | 537 |
|
|
2022
Q2 | $67K | Buy |
584
+52
| +10% | +$5.97K | ﹤0.01% | 526 |
|
|
2022
Q1 | $73K | Buy |
+532
| New | +$73K | ﹤0.01% | 529 |
|
|
2021
Q4 | – | Sell |
-813
| Closed | -$91K | – | 736 |
|
|
2021
Q3 | $91K | Buy |
813
+618
| +317% | +$69.2K | ﹤0.01% | 424 |
|
|
2021
Q2 | $21K | Hold |
195
| – | – | ﹤0.01% | 622 |
|
|
2021
Q1 | $19K | Hold |
195
| – | – | ﹤0.01% | 673 |
|
|
2020
Q4 | $18K | Hold |
195
| – | – | ﹤0.01% | 678 |
|
|
2020
Q3 | $16K | Hold |
195
| – | – | ﹤0.01% | 636 |
|
|
2020
Q2 | $15K | Sell |
195
-15
| -7% | -$1.15K | ﹤0.01% | 639 |
|
|
2020
Q1 | $13K | Buy |
+210
| New | +$13K | ﹤0.01% | 629 |
|
|
2019
Q3 | $16K | Hold |
195
| – | – | ﹤0.01% | 685 |
|
|
2019
Q2 | $16K | Hold |
195
| – | – | ﹤0.01% | 554 |
|
|
2019
Q1 | $16K | Hold |
195
| – | – | ﹤0.01% | 537 |
|
|
2018
Q4 | $13K | Hold |
195
| – | – | ﹤0.01% | 556 |
|
|
2018
Q3 | $14K | Hold |
195
| – | – | ﹤0.01% | 579 |
|
|
2018
Q2 | $13K | Sell |
195
-77
| -28% | -$5.13K | ﹤0.01% | 577 |
|
|
2018
Q1 | $17K | Buy |
+272
| New | +$17K | ﹤0.01% | 552 |
|
|
2016
Q1 | – | Sell |
-169
| Closed | -$9K | – | 730 |
|
|
2015
Q4 | $9K | Buy |
169
+1
| +0.6% | +$53 | ﹤0.01% | 621 |
|
|
2015
Q3 | $8K | Sell |
168
-1,332
| -89% | -$63.4K | ﹤0.01% | 631 |
|
|
2015
Q2 | $70K | Buy |
+1,500
| New | +$70K | ﹤0.01% | 372 |
|