Mariner Wealth Advisors (Cincinnati)’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $5.05M | Buy |
68,521
+5,376
| +9% | +$396K | 0.28% | 76 |
|
|
2018
Q2 | $4.32M | Buy |
63,145
+727
| +1% | +$49.7K | 0.26% | 79 |
|
|
2018
Q1 | $3.84M | Buy |
62,418
+1,429
| +2% | +$88K | 0.24% | 78 |
|
|
2017
Q4 | $4.15M | Buy |
60,989
+3,330
| +6% | +$227K | 0.25% | 75 |
|
|
2017
Q3 | $3.46M | Buy |
57,659
+2,339
| +4% | +$140K | 0.22% | 80 |
|
|
2017
Q2 | $3.15M | Buy |
55,320
+7,834
| +16% | +$446K | 0.22% | 80 |
|
|
2017
Q1 | $2.8M | Buy |
47,486
+1,492
| +3% | +$87.9K | 0.2% | 85 |
|
|
2016
Q4 | $2.8M | Buy |
45,994
+1,170
| +3% | +$71.2K | 0.22% | 83 |
|
|
2016
Q3 | $2.59M | Buy |
44,824
+1,797
| +4% | +$104K | 0.22% | 86 |
|
|
2016
Q2 | $2.56M | Buy |
43,027
+5,823
| +16% | +$346K | 0.23% | 86 |
|
|
2016
Q1 | $2.01M | Sell |
37,204
-1,250
| -3% | -$67.5K | 0.2% | 86 |
|
|
2015
Q4 | $2.03M | Buy |
+38,454
| New | +$2.03M | 0.2% | 82 |
|
|
2015
Q1 | $1.09M | Buy |
21,920
+4,835
| +28% | +$240K | 0.15% | 74 |
|
|
2014
Q4 | $789K | Buy |
17,085
+3,245
| +23% | +$150K | 0.11% | 86 |
|
|
2014
Q3 | $612K | Buy |
13,840
+5,635
| +69% | +$249K | 0.1% | 86 |
|
|
2014
Q2 | $341K | Buy |
+8,205
| New | +$341K | 0.05% | 122 |
|