Berman Capital Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $118K | Buy |
1,052
+165
| +19% | +$18.5K | 0.02% | 392 |
|
|
2021
Q2 | $95K | Buy |
887
+463
| +109% | +$49.6K | 0.02% | 396 |
|
|
2021
Q1 | $41K | Buy |
424
+50
| +13% | +$4.84K | 0.01% | 551 |
|
|
2020
Q4 | $34K | Buy |
374
+94
| +34% | +$8.55K | 0.01% | 511 |
|
|
2020
Q3 | $22K | Buy |
280
+6
| +2% | +$471 | 0.01% | 551 |
|
|
2020
Q2 | $20K | Sell |
274
-207
| -43% | -$15.1K | 0.01% | 541 |
|
|
2020
Q1 | $28K | Sell |
481
-79
| -14% | -$4.6K | 0.01% | 415 |
|
|
2019
Q4 | $47K | Hold |
560
| – | – | 0.01% | 333 |
|
|
2019
Q3 | $46K | Hold |
560
| – | – | 0.01% | 321 |
|
|
2019
Q2 | $46K | Buy |
560
+85
| +18% | +$6.98K | 0.01% | 320 |
|
|
2019
Q1 | $38K | Sell |
475
-156
| -25% | -$12.5K | 0.01% | 318 |
|
|
2018
Q4 | $41K | Buy |
+631
| New | +$41K | 0.02% | 275 |
|