Level Financial Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-562
| Closed | -$66.9K | – | 203 |
|
|
2023
Q4 | $66.9K | Hold |
562
| – | – | 0.03% | 102 |
|
|
2023
Q3 | $64.8K | Buy |
562
+500
| +806% | +$57.7K | 0.04% | 98 |
|
|
2023
Q2 | $6.94K | Hold |
62
| – | – | ﹤0.01% | 204 |
|
|
2023
Q1 | $7.11K | Hold |
62
| – | – | ﹤0.01% | 176 |
|
|
2022
Q4 | $7K | Hold |
62
| – | – | ﹤0.01% | 178 |
|
|
2022
Q3 | $7K | Hold |
62
| – | – | 0.01% | 182 |
|
|
2022
Q2 | $7K | Hold |
62
| – | – | 0.01% | 197 |
|
|
2022
Q1 | $8K | Hold |
62
| – | – | 0.01% | 164 |
|
|
2021
Q4 | $8K | Buy |
+62
| New | +$8K | 0.01% | 185 |
|