Liberty 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
Q3 | – | Sell |
-51,055
| Closed | -$135K | – | 246 |
|
|
2024
Q2 | $135K | Buy |
+51,055
| New | +$135K | 0.02% | 199 |
|
|
2021
Q4 | – | Sell |
-1,218
| Closed | -$143K | – | 823 |
|
|
2021
Q3 | $143K | Buy |
1,218
+562
| +86% | +$66K | 0.05% | 222 |
|
|
2021
Q2 | $70K | Sell |
656
-8
| -1% | -$854 | 0.03% | 262 |
|
|
2021
Q1 | $59K | Hold |
664
| – | – | 0.03% | 253 |
|
|
2020
Q4 | $59K | Buy |
664
+278
| +72% | +$24.7K | 0.03% | 251 |
|
|
2020
Q3 | $31K | Buy |
386
+50
| +15% | +$4.02K | 0.02% | 323 |
|
|
2020
Q2 | $25K | Buy |
336
+2
| +0.6% | +$149 | 0.02% | 347 |
|
|
2020
Q1 | $21K | Buy |
334
+1
| +0.3% | +$63 | 0.02% | 352 |
|
|
2019
Q4 | $28K | Buy |
333
+2
| +0.6% | +$168 | 0.02% | 354 |
|
|
2019
Q3 | $27K | Buy |
331
+2
| +0.6% | +$163 | 0.03% | 342 |
|
|
2019
Q2 | $27K | Buy |
329
+1
| +0.3% | +$82 | 0.02% | 354 |
|
|
2019
Q1 | $26K | Sell |
328
-59
| -15% | -$4.68K | 0.02% | 306 |
|
|
2018
Q4 | $25K | Buy |
+387
| New | +$25K | 0.02% | 292 |
|