Fiduciary Financial Services of The Southwest’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $374K | Sell |
4,397
-550
| -11% | -$46.8K | 0.1% | 122 |
|
|
2019
Q3 | $409K | Sell |
4,947
-25
| -0.5% | -$2.07K | 0.11% | 119 |
|
|
2019
Q2 | $409K | Sell |
4,972
-20
| -0.4% | -$1.65K | 0.12% | 120 |
|
|
2019
Q1 | $400K | Hold |
4,992
| – | – | 0.12% | 119 |
|
|
2018
Q4 | $325K | Hold |
4,992
| – | – | 0.1% | 123 |
|
|
2018
Q3 | $368K | Hold |
4,992
| – | – | 0.1% | 128 |
|
|
2018
Q2 | $341K | Hold |
4,992
| – | – | 0.1% | 133 |
|
|
2018
Q1 | $307K | Hold |
4,992
| – | – | 0.09% | 133 |
|
|
2017
Q4 | $340K | Sell |
4,992
-60
| -1% | -$4.09K | 0.1% | 131 |
|
|
2017
Q3 | $303K | Hold |
5,052
| – | – | 0.09% | 134 |
|
|
2017
Q2 | $288K | Hold |
5,052
| – | – | 0.09% | 134 |
|
|
2017
Q1 | $298K | Buy |
5,052
+225
| +5% | +$13.3K | 0.09% | 129 |
|
|
2016
Q4 | $294K | Sell |
4,827
-70
| -1% | -$4.26K | 0.1% | 128 |
|
|
2016
Q3 | $283K | Sell |
4,897
-90
| -2% | -$5.2K | 0.09% | 138 |
|
|
2016
Q2 | $297K | Hold |
4,987
| – | – | 0.1% | 133 |
|
|
2016
Q1 | $269K | Hold |
4,987
| – | – | 0.1% | 130 |
|
|
2015
Q4 | $264K | Hold |
4,987
| – | – | 0.09% | 131 |
|
|
2015
Q3 | $238K | Sell |
4,987
-150
| -3% | -$7.16K | 0.08% | 138 |
|
|
2015
Q2 | $241K | Buy |
5,137
+545
| +12% | +$25.6K | 0.07% | 149 |
|
|
2015
Q1 | $228K | Sell |
4,592
-75
| -2% | -$3.72K | 0.07% | 154 |
|
|
2014
Q4 | $215K | Hold |
4,667
| – | – | 0.06% | 158 |
|
|
2014
Q3 | $206K | Buy |
+4,667
| New | +$206K | 0.06% | 162 |
|
|
2014
Q2 | – | Sell |
-5,017
| Closed | -$214K | – | 164 |
|
|
2014
Q1 | $214K | Hold |
5,017
| – | – | 0.06% | 156 |
|
|
2013
Q4 | $228K | Buy |
+5,017
| New | +$228K | 0.07% | 150 |
|