One Wealth Advisors’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 |
-2,610
| Closed | -$299K | – | 217 |
|
|
2023
Q1 | $299K | Sell |
2,610
-83
| -3% | -$9.51K | 0.07% | 147 |
|
|
2022
Q4 | $311K | Sell |
2,693
-1,451
| -35% | -$168K | 0.07% | 140 |
|
|
2022
Q3 | $465K | Buy |
4,144
+1,817
| +78% | +$204K | 0.15% | 80 |
|
|
2022
Q2 | $265K | Sell |
2,327
-6
| -0.3% | -$683 | 0.07% | 149 |
|
|
2022
Q1 | $318K | Buy |
+2,333
| New | +$318K | 0.08% | 137 |
|