Kolinsky Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $755K | Buy |
5,386
+299
| +6% | +$41.9K | 0.46% | 35 |
|
2024
Q3 | $683K | Buy |
5,087
+101
| +2% | +$13.6K | 0.44% | 45 |
|
2024
Q2 | $591K | Buy |
4,986
+110
| +2% | +$13K | 0.42% | 48 |
|
2024
Q1 | $599K | Buy |
4,876
+98
| +2% | +$12K | 0.46% | 46 |
|
2023
Q4 | $569K | Sell |
4,778
-31
| -0.6% | -$3.69K | 0.5% | 41 |
|
2023
Q3 | $555K | Sell |
4,809
-11
| -0.2% | -$1.27K | 0.55% | 37 |
|
2023
Q2 | $527K | Buy |
4,820
+230
| +5% | +$25.1K | 0.5% | 41 |
|
2023
Q1 | $526K | Buy |
4,590
+18
| +0.4% | +$2.06K | 0.56% | 32 |
|
2022
Q4 | $528K | Buy |
4,572
+121
| +3% | +$14K | 0.6% | 28 |
|
2022
Q3 | $499K | Sell |
4,451
-69
| -2% | -$7.74K | 0.63% | 29 |
|
2022
Q2 | $515K | Sell |
4,520
-89
| -2% | -$10.1K | 0.61% | 28 |
|
2022
Q1 | $629K | Buy |
4,609
+422
| +10% | +$57.6K | 0.62% | 26 |
|
2021
Q4 | $572K | Buy |
+4,187
| New | +$572K | 0.53% | 32 |
|