FinTrust Capital Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $168K | Hold |
1,252
| – | – | 0.03% | 333 |
|
|
2024
Q2 | $148K | Buy |
1,252
+480
| +62% | +$56.9K | 0.03% | 337 |
|
|
2024
Q1 | $94.8K | Hold |
772
| – | – | 0.02% | 397 |
|
|
2023
Q4 | $92K | Sell |
772
-26
| -3% | -$3.1K | 0.02% | 379 |
|
|
2023
Q3 | $92K | Sell |
798
-660
| -45% | -$76.1K | 0.02% | 361 |
|
|
2023
Q2 | $168K | Hold |
1,458
| – | – | 0.04% | 284 |
|
|
2023
Q1 | $168K | Hold |
1,458
| – | – | 0.04% | 280 |
|
|
2022
Q4 | $168K | Buy |
1,458
+2
| +0.1% | +$231 | 0.04% | 281 |
|
|
2022
Q3 | $165K | Buy |
1,456
+26
| +2% | +$2.95K | 0.04% | 289 |
|
|
2022
Q2 | $175K | Buy |
1,430
+367
| +35% | +$44.9K | 0.04% | 282 |
|
|
2022
Q1 | $145K | Sell |
1,063
-353
| -25% | -$48.2K | 0.03% | 342 |
|
|
2021
Q4 | $193K | Buy |
1,416
+411
| +41% | +$56K | 0.05% | 290 |
|
|
2021
Q3 | $113K | Sell |
1,005
-3,233
| -76% | -$364K | 0.03% | 386 |
|
|
2021
Q2 | $455K | Sell |
4,238
-50
| -1% | -$5.37K | 0.12% | 152 |
|
|
2021
Q1 | $420K | Buy |
4,288
+1,097
| +34% | +$107K | 0.12% | 151 |
|
|
2020
Q4 | $297K | Buy |
3,191
+243
| +8% | +$22.6K | 0.09% | 179 |
|
|
2020
Q3 | $235 | Buy |
2,948
+2,742
| +1,331% | +$219 | 0.05% | 198 |
|
|
2020
Q2 | $16K | Sell |
206
-545
| -73% | -$42.3K | 0.01% | 660 |
|
|
2020
Q1 | $47K | Buy |
751
+100
| +15% | +$6.26K | 0.02% | 444 |
|
|
2019
Q4 | $55K | Buy |
651
+185
| +40% | +$15.6K | 0.02% | 421 |
|
|
2019
Q3 | $39K | Hold |
466
| – | – | 0.01% | 481 |
|
|
2019
Q2 | $38K | Buy |
466
+156
| +50% | +$12.7K | 0.02% | 463 |
|
|
2019
Q1 | $25K | Buy |
310
+122
| +65% | +$9.84K | 0.01% | 535 |
|
|
2018
Q4 | $12K | Buy |
+188
| New | +$12K | 0.01% | 718 |
|