Icon Wealth Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.57M | Sell |
13,610
-1,019
| -7% | -$118K | 0.18% | 94 |
|
|
2023
Q2 | $1.64M | Sell |
14,629
-3,802
| -21% | -$425K | 0.17% | 104 |
|
|
2023
Q1 | $2.11M | Buy |
+18,431
| New | +$2.11M | 0.23% | 90 |
|
|
2022
Q2 | $2.48M | Sell |
21,747
-6,934
| -24% | -$789K | 0.3% | 82 |
|
|
2022
Q1 | $3.91M | Sell |
28,681
-1,478
| -5% | -$202K | 0.39% | 68 |
|
|
2021
Q4 | $4.12M | Sell |
30,159
-150
| -0.5% | -$20.5K | 0.41% | 65 |
|
|
2021
Q3 | $3.41M | Sell |
30,309
-8,538
| -22% | -$960K | 0.36% | 74 |
|
|
2021
Q2 | $4.17M | Buy |
38,847
+3,386
| +10% | +$363K | 0.45% | 58 |
|
|
2021
Q1 | $3.48M | Buy |
35,461
+3,965
| +13% | +$389K | 0.44% | 65 |
|
|
2020
Q4 | $2.94M | Buy |
31,496
+3,905
| +14% | +$364K | 0.46% | 57 |
|
|
2020
Q3 | $2.2M | Buy |
27,591
+20,004
| +264% | +$1.6M | 0.43% | 65 |
|
|
2020
Q2 | $575K | Buy |
+7,587
| New | +$575K | 0.14% | 115 |
|