BOK Financial Private Wealth’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8
| Closed | -$1.12K | – | 623 |
|
|
2024
Q4 | $1.12K | Sell |
8
-617
| -99% | -$86.5K | ﹤0.01% | 494 |
|
|
2024
Q3 | $83.9K | Buy |
+625
| New | +$83.9K | 0.01% | 219 |
|
|
2022
Q2 | – | Sell |
-1,991
| Closed | -$272K | – | 441 |
|
|
2022
Q1 | $272K | Buy |
1,991
+378
| +23% | +$51.6K | 0.02% | 252 |
|
|
2021
Q4 | $220K | Buy |
+1,613
| New | +$220K | 0.02% | 279 |
|