Gladstone Institutional Advisory’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,992
| Closed | -$237K | – | 691 |
|
|
2023
Q4 | $237K | Buy |
+1,992
| New | +$237K | 0.01% | 580 |
|
|
2023
Q3 | – | Sell |
-3,068
| Closed | -$343K | – | 657 |
|
|
2023
Q2 | $343K | Sell |
3,068
-12,493
| -80% | -$1.4M | 0.02% | 489 |
|
|
2023
Q1 | $1.78M | Buy |
15,561
+2,453
| +19% | +$281K | 0.12% | 207 |
|
|
2022
Q4 | $1.51M | Buy |
13,108
+5,684
| +77% | +$657K | 0.11% | 223 |
|
|
2022
Q3 | $833K | Buy |
7,424
+2,181
| +42% | +$245K | 0.07% | 302 |
|
|
2022
Q2 | $597K | Sell |
5,243
-8,092
| -61% | -$921K | 0.05% | 371 |
|
|
2022
Q1 | $1.82M | Sell |
13,335
-835
| -6% | -$114K | 0.12% | 198 |
|
|
2021
Q4 | $1.93M | Buy |
+14,170
| New | +$1.93M | 0.15% | 182 |
|