M Holdings Securities’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 |
-2,604
| Closed | -$297K | – | 353 |
|
2023
Q1 | $297K | Sell |
2,604
-12
| -0.5% | -$1.37K | 0.03% | 242 |
|
2022
Q4 | $303K | Buy |
2,616
+134
| +5% | +$15.5K | 0.03% | 337 |
|
2022
Q3 | $279K | Sell |
2,482
-546
| -18% | -$61.4K | 0.03% | 336 |
|
2022
Q2 | $345K | Buy |
3,028
+40
| +1% | +$4.56K | 0.03% | 308 |
|
2022
Q1 | $408K | Buy |
+2,988
| New | +$408K | 0.03% | 331 |
|
2021
Q2 | – | Sell |
-6,472
| Closed | -$634K | – | 398 |
|
2021
Q1 | $634K | Buy |
+6,472
| New | +$634K | 0.06% | 256 |
|
2019
Q2 | – | Sell |
-2,669
| Closed | -$214K | – | 299 |
|
2019
Q1 | $214K | Buy |
+2,669
| New | +$214K | 0.05% | 336 |
|