BKM Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,853
| Closed | -$249K | – | 164 |
|
|
2024
Q3 | $249K | Sell |
1,853
-5,784
| -76% | -$776K | 0.1% | 150 |
|
|
2024
Q2 | $905K | Sell |
7,637
-4,059
| -35% | -$481K | 0.44% | 69 |
|
|
2024
Q1 | $1.44M | Buy |
11,696
+1,377
| +13% | +$169K | 0.62% | 47 |
|
|
2023
Q4 | $1.23M | Buy |
+10,319
| New | +$1.23M | 0.52% | 54 |
|