Investment Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,987
| Closed | -$228K | – | 136 |
|
|
2023
Q1 | $228K | Buy |
1,987
+8
| +0.4% | +$917 | 0.12% | 128 |
|
|
2022
Q4 | $229K | Sell |
1,979
-1,874
| -49% | -$217K | 0.12% | 132 |
|
|
2022
Q3 | $432K | Buy |
3,853
+563
| +17% | +$63.1K | 0.13% | 148 |
|
|
2022
Q2 | $375K | Buy |
3,290
+13
| +0.4% | +$1.48K | 0.18% | 100 |
|
|
2022
Q1 | $447K | Buy |
3,277
+13
| +0.4% | +$1.77K | 0.19% | 93 |
|
|
2021
Q4 | $445K | Sell |
3,264
-479
| -13% | -$65.3K | 0.18% | 99 |
|
|
2021
Q3 | $421K | Buy |
3,743
+15
| +0.4% | +$1.69K | 0.19% | 97 |
|
|
2021
Q2 | $400K | Buy |
3,728
+737
| +25% | +$79.1K | 0.18% | 99 |
|
|
2021
Q1 | $293K | Buy |
2,991
+17
| +0.6% | +$1.67K | 0.14% | 124 |
|
|
2020
Q4 | $277K | Buy |
2,974
+17
| +0.6% | +$1.58K | 0.15% | 120 |
|
|
2020
Q3 | $236K | Buy |
2,957
+21
| +0.7% | +$1.68K | 0.14% | 117 |
|
|
2020
Q2 | $222K | Buy |
+2,936
| New | +$222K | 0.13% | 120 |
|
|
2020
Q1 | – | Sell |
-2,897
| Closed | -$246K | – | 137 |
|
|
2019
Q4 | $246K | Buy |
2,897
+17
| +0.6% | +$1.44K | 0.17% | 128 |
|
|
2019
Q3 | $238K | Buy |
2,880
+19
| +0.7% | +$1.57K | 0.17% | 125 |
|
|
2019
Q2 | $235K | Buy |
2,861
+17
| +0.6% | +$1.4K | 0.17% | 133 |
|
|
2019
Q1 | $228K | Buy |
+2,844
| New | +$228K | 0.16% | 130 |
|
|
2018
Q4 | – | Sell |
-2,807
| Closed | -$247 | – | 146 |
|
|
2018
Q3 | $247 | Buy |
+2,807
| New | +$247 | 0.14% | 101 |
|
|
2018
Q1 | – | Sell |
-4,580
| Closed | -$312K | – | 156 |
|
|
2017
Q4 | $312K | Buy |
+4,580
| New | +$312K | 0.23% | 102 |
|