BMS Financial Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $596K | Sell |
5,329
-2,447
| -31% | -$274K | 0.39% | 41 |
|
|
2023
Q1 | $891K | Sell |
7,776
-253
| -3% | -$29K | 0.62% | 27 |
|
|
2022
Q4 | $928K | Sell |
8,029
-140
| -2% | -$16.2K | 0.62% | 24 |
|
|
2022
Q3 | $917K | Sell |
8,169
-240
| -3% | -$26.9K | 0.64% | 24 |
|
|
2022
Q2 | $958K | Buy |
8,409
+439
| +6% | +$50K | 0.63% | 23 |
|
|
2022
Q1 | $1.09M | Buy |
7,970
+325
| +4% | +$44.4K | 0.69% | 26 |
|
|
2021
Q4 | $1.04M | Buy |
+7,645
| New | +$1.04M | 0.66% | 24 |
|