Midland Wealth Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,425
| Closed | -$220K | – | 184 |
|
2025
Q1 | $220K | Sell |
1,425
-494
| -26% | -$76.2K | 0.01% | 175 |
|
2024
Q4 | $269K | Hold |
1,919
| – | – | 0.02% | 169 |
|
2024
Q3 | $258K | Hold |
1,919
| – | – | 0.02% | 176 |
|
2024
Q2 | $228K | Sell |
1,919
-302
| -14% | -$35.8K | 0.01% | 201 |
|
2024
Q1 | $273K | Sell |
2,221
-1,704
| -43% | -$209K | 0.02% | 171 |
|
2023
Q4 | $468K | Buy |
+3,925
| New | +$468K | 0.03% | 138 |
|