Marietta Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,962
| Closed | -$268K | – | 114 |
|
2022
Q1 | $268K | Sell |
1,962
-5,361
| -73% | -$732K | 0.06% | 105 |
|
2021
Q4 | $1M | Sell |
7,323
-24,075
| -77% | -$3.29M | 0.2% | 89 |
|
2021
Q3 | $3.53M | Buy |
31,398
+1,338
| +4% | +$150K | 0.77% | 55 |
|
2021
Q2 | $3.23M | Buy |
30,060
+1,247
| +4% | +$134K | 0.73% | 59 |
|
2021
Q1 | $2.82M | Buy |
28,813
+2,009
| +7% | +$197K | 0.7% | 62 |
|
2020
Q4 | $2.5M | Buy |
26,804
+310
| +1% | +$28.9K | 0.69% | 60 |
|
2020
Q3 | $2.11M | Buy |
26,494
+19,910
| +302% | +$1.59M | 0.66% | 66 |
|
2020
Q2 | $499K | Sell |
6,584
-1,216
| -16% | -$92.2K | 0.17% | 86 |
|
2020
Q1 | $491K | Buy |
7,800
+2,481
| +47% | +$156K | 0.19% | 85 |
|
2019
Q4 | $452K | Buy |
5,319
+332
| +7% | +$28.2K | 0.15% | 92 |
|
2019
Q3 | $413K | Buy |
+4,987
| New | +$413K | 0.15% | 97 |
|