Geller Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $394K | Buy |
2,809
+54
| +2% | +$7.57K | 0.03% | 169 |
|
|
2024
Q3 | $370K | Sell |
2,755
-168
| -6% | -$22.5K | 0.03% | 177 |
|
|
2024
Q2 | $347K | Buy |
2,923
+135
| +5% | +$16K | 0.03% | 190 |
|
|
2024
Q1 | $342K | Sell |
2,788
-125
| -4% | -$15.4K | 0.03% | 196 |
|
|
2023
Q4 | $347K | Sell |
2,913
-63
| -2% | -$7.5K | 0.03% | 177 |
|
|
2023
Q3 | $343K | Sell |
2,976
-53
| -2% | -$6.11K | 0.04% | 165 |
|
|
2023
Q2 | $339K | Buy |
3,029
+877
| +41% | +$98.1K | 0.04% | 166 |
|
|
2023
Q1 | $247K | Buy |
2,152
+65
| +3% | +$7.45K | 0.04% | 148 |
|
|
2022
Q4 | $241K | Sell |
2,087
-56
| -3% | -$6.47K | 0.04% | 126 |
|
|
2022
Q3 | $240K | Buy |
2,143
+126
| +6% | +$14.1K | 0.05% | 105 |
|
|
2022
Q2 | $230K | Buy |
2,017
+9
| +0.4% | +$1.03K | 0.05% | 117 |
|
|
2022
Q1 | $274K | Buy |
2,008
+406
| +25% | +$55.4K | 0.05% | 121 |
|
|
2021
Q4 | $219K | Buy |
+1,602
| New | +$219K | 0.04% | 162 |
|