Fort Point Capital Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,312
| Closed | -$202K | – | 318 |
|
2025
Q1 | $202K | Buy |
+1,312
| New | +$202K | 0.02% | 294 |
|
2022
Q4 | – | Sell |
-2,019
| Closed | -$227K | – | 263 |
|
2022
Q3 | $227K | Sell |
2,019
-10
| -0.5% | -$1.12K | 0.04% | 236 |
|
2022
Q2 | $231K | Buy |
2,029
+16
| +0.8% | +$1.82K | 0.04% | 241 |
|
2022
Q1 | $275K | Buy |
2,013
+124
| +7% | +$16.9K | 0.04% | 230 |
|
2021
Q4 | $258K | Sell |
1,889
-5
| -0.3% | -$683 | 0.03% | 233 |
|
2021
Q3 | $213K | Buy |
+1,894
| New | +$213K | 0.03% | 232 |
|