Patriot Financial Group Insurance Agency’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,172
| Closed | -$133K | – | 1481 |
|
|
2022
Q2 | $133K | Sell |
1,172
-248
| -17% | -$28.1K | 0.03% | 472 |
|
|
2022
Q1 | $194K | Buy |
1,420
+22
| +2% | +$3.01K | 0.03% | 417 |
|
|
2021
Q4 | $191K | Buy |
1,398
+5
| +0.4% | +$683 | 0.03% | 458 |
|
|
2021
Q3 | $157K | Buy |
1,393
+6
| +0.4% | +$676 | 0.03% | 510 |
|
|
2021
Q2 | $149K | Sell |
1,387
-34
| -2% | -$3.65K | 0.03% | 502 |
|
|
2021
Q1 | $139K | Buy |
1,421
+142
| +11% | +$13.9K | 0.03% | 472 |
|
|
2020
Q4 | $119K | Buy |
1,279
+2
| +0.2% | +$186 | 0.03% | 454 |
|
|
2020
Q3 | $102K | Buy |
1,277
+115
| +10% | +$9.19K | 0.03% | 384 |
|
|
2020
Q2 | $88K | Buy |
1,162
+6
| +0.5% | +$454 | 0.03% | 379 |
|
|
2020
Q1 | $73K | Buy |
1,156
+6
| +0.5% | +$379 | 0.03% | 376 |
|
|
2019
Q4 | $98K | Buy |
1,150
+2
| +0.2% | +$170 | 0.04% | 344 |
|
|
2019
Q3 | $95K | Sell |
1,148
-41
| -3% | -$3.39K | 0.04% | 320 |
|
|
2019
Q2 | $99K | Buy |
1,189
+44
| +4% | +$3.66K | 0.04% | 314 |
|
|
2019
Q1 | $92K | Hold |
1,145
| – | – | 0.05% | 284 |
|
|
2018
Q4 | $75K | Buy |
1,145
+645
| +129% | +$42.2K | 0.05% | 263 |
|
|
2018
Q3 | $37K | Buy |
500
+100
| +25% | +$7.4K | 0.02% | 361 |
|
|
2018
Q2 | $27K | Sell |
400
-163
| -29% | -$11K | 0.03% | 246 |
|
|
2018
Q1 | $34K | Buy |
563
+162
| +40% | +$9.78K | 0.03% | 378 |
|
|
2017
Q4 | $27K | Buy |
401
+101
| +34% | +$6.8K | 0.02% | 399 |
|
|
2017
Q3 | $19K | Hold |
300
| – | – | 0.02% | 420 |
|
|
2017
Q2 | $17K | Sell |
300
-75
| -20% | -$4.25K | 0.02% | 421 |
|
|
2017
Q1 | $22K | Hold |
375
| – | – | 0.02% | 340 |
|
|
2016
Q4 | $23K | Buy |
+375
| New | +$23K | 0.03% | 329 |
|