Lenox Wealth Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $91K | Buy |
656
+31
| +5% | +$4.3K | 0.01% | 178 |
|
|
2021
Q4 | $85K | Hold |
625
| – | – | 0.01% | 185 |
|
|
2021
Q3 | $70K | Buy |
625
+8
| +1% | +$896 | 0.01% | 194 |
|
|
2021
Q2 | $66K | Hold |
617
| – | – | 0.01% | 197 |
|
|
2021
Q1 | $60K | Hold |
617
| – | – | 0.01% | 168 |
|
|
2020
Q4 | $57K | Hold |
617
| – | – | 0.01% | 174 |
|
|
2020
Q3 | $49K | Hold |
617
| – | – | 0.01% | 167 |
|
|
2020
Q2 | $47K | Sell |
617
-142
| -19% | -$10.8K | 0.01% | 170 |
|
|
2020
Q1 | $48K | Hold |
759
| – | – | 0.01% | 141 |
|
|
2019
Q4 | $65K | Hold |
759
| – | – | 0.01% | 149 |
|
|
2019
Q3 | $63K | Buy |
759
+358
| +89% | +$29.7K | 0.01% | 138 |
|
|
2019
Q2 | $33K | Hold |
401
| – | – | 0.01% | 174 |
|
|
2019
Q1 | $32K | Hold |
401
| – | – | 0.01% | 163 |
|
|
2018
Q4 | $26K | Sell |
401
-159
| -28% | -$10.3K | 0.01% | 177 |
|
|
2018
Q3 | $41K | Hold |
560
| – | – | 0.01% | 151 |
|
|
2018
Q2 | $38K | Sell |
560
-1,974
| -78% | -$134K | 0.01% | 170 |
|
|
2018
Q1 | $156K | Buy |
2,534
+1,345
| +113% | +$82.8K | 0.04% | 75 |
|
|
2017
Q4 | $81K | Buy |
+1,189
| New | +$81K | 0.02% | 81 |
|
|
2016
Q4 | – | Sell |
-88
| Closed | -$5K | – | 162 |
|
|
2016
Q3 | $5K | Hold |
88
| – | – | ﹤0.01% | 187 |
|
|
2016
Q2 | $5K | Hold |
88
| – | – | ﹤0.01% | 192 |
|
|
2016
Q1 | $5K | Hold |
88
| – | – | ﹤0.01% | 195 |
|
|
2015
Q4 | $5K | Buy |
+88
| New | +$5K | ﹤0.01% | 228 |
|