First Foundation 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 | – | Sell |
-422
| Closed | -$50K | – | 425 |
|
|
2024
Q2 | $50K | Sell |
422
-74
| -15% | -$8.77K | ﹤0.01% | 404 |
|
|
2024
Q1 | $60.9K | Sell |
496
-153
| -24% | -$18.8K | ﹤0.01% | 399 |
|
|
2023
Q4 | $77.3K | Sell |
649
-1,870
| -74% | -$223K | ﹤0.01% | 398 |
|
|
2023
Q3 | $291K | Sell |
2,519
-1,343
| -35% | -$155K | 0.01% | 329 |
|
|
2023
Q2 | $432K | Buy |
3,862
+1,261
| +48% | +$141K | 0.02% | 262 |
|
|
2023
Q1 | $298K | Buy |
2,601
+228
| +10% | +$26.1K | 0.01% | 297 |
|
|
2022
Q4 | $274K | Buy |
2,373
+211
| +10% | +$24.4K | 0.01% | 319 |
|
|
2022
Q3 | $243K | Sell |
2,162
-243
| -10% | -$27.3K | 0.01% | 315 |
|
|
2022
Q2 | $274K | Sell |
2,405
-118
| -5% | -$13.4K | 0.01% | 324 |
|
|
2022
Q1 | $344K | Sell |
2,523
-5
| -0.2% | -$682 | 0.01% | 318 |
|
|
2021
Q4 | $346K | Buy |
2,528
+465
| +23% | +$63.6K | 0.01% | 324 |
|
|
2021
Q3 | $232K | Buy |
2,063
+97
| +5% | +$10.9K | 0.01% | 391 |
|
|
2021
Q2 | $211K | Sell |
1,966
-1,145
| -37% | -$123K | 0.01% | 422 |
|
|
2021
Q1 | $305K | Sell |
3,111
-203
| -6% | -$19.9K | 0.01% | 335 |
|
|
2020
Q4 | $309K | Buy |
3,314
+190
| +6% | +$17.7K | 0.01% | 333 |
|
|
2020
Q3 | $249K | Buy |
3,124
+37
| +1% | +$2.95K | 0.01% | 323 |
|
|
2020
Q2 | $234K | Buy |
+3,087
| New | +$234K | 0.01% | 312 |
|
|
2020
Q1 | – | Sell |
-2,923
| Closed | -$249K | – | 362 |
|
|
2019
Q4 | $249K | Buy |
2,923
+400
| +16% | +$34.1K | 0.01% | 315 |
|
|
2019
Q3 | $209K | Buy |
+2,523
| New | +$209K | 0.01% | 334 |
|