FC
Fulcrum Capital’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Hold |
2,428
| – | – | 0.07% | 78 |
|
|
2025
Q1 | $375K | Hold |
2,428
| – | – | 0.08% | 73 |
|
|
2024
Q4 | $340K | Buy |
2,428
+182
| +8% | +$25.5K | 0.07% | 89 |
|
|
2024
Q3 | $301K | Hold |
2,246
| – | – | 0.07% | 95 |
|
|
2024
Q2 | $266K | Buy |
2,246
+188
| +9% | +$22.3K | 0.06% | 96 |
|
|
2024
Q1 | $253K | Buy |
2,058
+181
| +10% | +$22.2K | 0.06% | 101 |
|
|
2023
Q4 | $224K | Hold |
1,877
| – | – | 0.06% | 111 |
|
|
2023
Q3 | $216K | Hold |
1,877
| – | – | 0.06% | 104 |
|
|
2023
Q2 | $210K | Buy |
+1,877
| New | +$210K | 0.06% | 115 |
|
|
2021
Q1 | – | Sell |
-3,049
| Closed | -$284K | – | 93 |
|
|
2020
Q4 | $284K | Buy |
+3,049
| New | +$284K | 0.08% | 65 |
|