Harel Insurance Investments & Financial Services’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 |
-75
| Closed | -$9K | – | 609 |
|
2023
Q4 | $9K | Sell |
75
-75
| -50% | -$9K | ﹤0.01% | 549 |
|
2023
Q3 | $18K | Hold |
150
| – | – | ﹤0.01% | 559 |
|
2023
Q2 | $16K | Sell |
150
-1,000
| -87% | -$107K | ﹤0.01% | 591 |
|
2023
Q1 | $131K | Buy |
1,150
+200
| +21% | +$22.8K | ﹤0.01% | 377 |
|
2022
Q4 | $110K | Sell |
950
-17,866
| -95% | -$2.07M | ﹤0.01% | 347 |
|
2022
Q3 | $2.13M | Buy |
18,816
+18,066
| +2,409% | +$2.05M | 0.05% | 130 |
|
2022
Q2 | $85K | Sell |
750
-2,202
| -75% | -$250K | ﹤0.01% | 429 |
|
2022
Q1 | $403K | Sell |
2,952
-3,632
| -55% | -$496K | 0.01% | 280 |
|
2021
Q4 | $897K | Buy |
6,584
+5,446
| +479% | +$742K | 0.02% | 180 |
|
2021
Q3 | $128K | Buy |
1,138
+423
| +59% | +$47.6K | ﹤0.01% | 429 |
|
2021
Q2 | $250K | Buy |
+715
| New | +$250K | 0.01% | 565 |
|
2020
Q3 | – | Sell |
-1,252
| Closed | -$95K | – | 688 |
|
2020
Q2 | $95K | Buy |
+1,252
| New | +$95K | ﹤0.01% | 334 |
|
2019
Q4 | – | Sell |
-3,450
| Closed | -$286K | – | 538 |
|
2019
Q3 | $286K | Buy |
+3,450
| New | +$286K | 0.02% | 159 |
|
2016
Q3 | – | Sell |
-560
| Closed | -$33K | – | 617 |
|
2016
Q2 | $33K | Buy |
+560
| New | +$33K | ﹤0.01% | 397 |
|