Capital Wealth Planning’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,990
| Closed | -$272K | – | 91 |
|
|
2022
Q1 | $272K | Buy |
+1,990
| New | +$272K | 0.01% | 77 |
|
|
2020
Q2 | – | Sell |
-13,645
| Closed | -$859K | – | 166 |
|
|
2020
Q1 | $859K | Sell |
13,645
-373
| -3% | -$23.5K | 0.05% | 87 |
|
|
2019
Q4 | $1.19M | Sell |
14,018
-689
| -5% | -$58.6K | 0.07% | 76 |
|
|
2019
Q3 | $1.25M | Buy |
14,707
+1,143
| +8% | +$96.8K | 0.08% | 76 |
|
|
2019
Q2 | $1.12M | Buy |
+13,564
| New | +$1.12M | 0.08% | 76 |
|