Heritage Wealth Management (Arizona)’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $27K | Buy |
234
+169
| +260% | +$19.5K | ﹤0.01% | 606 |
|
|
2022
Q3 | $7K | Hold |
65
| – | – | ﹤0.01% | 715 |
|
|
2022
Q2 | $7.4K | Hold |
65
| – | – | ﹤0.01% | 714 |
|
|
2022
Q1 | $9K | Buy |
+65
| New | +$9K | ﹤0.01% | 727 |
|
|
2021
Q3 | $52K | Sell |
465
-155
| -25% | -$17.3K | 0.02% | 440 |
|
|
2021
Q2 | $67K | Sell |
620
-325
| -34% | -$35.1K | 0.03% | 411 |
|
|
2021
Q1 | $93K | Buy |
+945
| New | +$93K | 0.05% | 259 |
|