BerganKDV Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $29.5K | Sell |
264
-72
| -21% | -$8.06K | ﹤0.01% | 445 |
|
|
2023
Q1 | $38.5K | Buy |
336
+71
| +27% | +$8.14K | ﹤0.01% | 424 |
|
|
2022
Q4 | $30.6K | Sell |
265
-2
| -0.7% | -$231 | ﹤0.01% | 442 |
|
|
2022
Q3 | $30K | Buy |
267
+5
| +2% | +$562 | ﹤0.01% | 434 |
|
|
2022
Q2 | $30K | Sell |
262
-13
| -5% | -$1.49K | ﹤0.01% | 444 |
|
|
2022
Q1 | $38K | Buy |
275
+85
| +45% | +$11.7K | ﹤0.01% | 427 |
|
|
2021
Q4 | $26K | Hold |
190
| – | – | ﹤0.01% | 509 |
|
|
2021
Q3 | $21K | Buy |
+190
| New | +$21K | ﹤0.01% | 523 |
|
|
2020
Q2 | – | Sell |
-14
| Closed | -$1K | – | 1052 |
|
|
2020
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 863 |
|
|
2019
Q4 | $1K | Sell |
14
-15
| -52% | -$1.07K | ﹤0.01% | 884 |
|
|
2019
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 638 |
|
|
2019
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 676 |
|
|
2019
Q1 | $2K | Buy |
29
+15
| +107% | +$1.03K | ﹤0.01% | 670 |
|
|
2018
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 673 |
|