BerganKDV Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $29.5K | Sell |
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2023
Q1 | $38.5K | Buy |
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|
2022
Q4 | $30.6K | Sell |
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|
2022
Q3 | $30K | Buy |
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|
2022
Q2 | $30K | Sell |
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|
2022
Q1 | $38K | Buy |
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|
2021
Q4 | $26K | Hold |
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|
2021
Q3 | $21K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $1K | Sell |
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|
2019
Q3 | $2K | Hold |
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|
2019
Q2 | $2K | Hold |
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|
2019
Q1 | $2K | Buy |
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|
2018
Q4 | $1K | Buy |
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