Rockefeller Financial Services’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,441
| Closed | -$78K | – | 559 |
|
|
2016
Q1 | $78K | Hold |
1,441
| – | – | ﹤0.01% | 383 |
|
|
2015
Q4 | $76K | Buy |
1,441
+941
| +188% | +$49.6K | ﹤0.01% | 405 |
|
|
2015
Q3 | $24K | Hold |
500
| – | – | ﹤0.01% | 445 |
|
|
2015
Q2 | $23K | Hold |
500
| – | – | ﹤0.01% | 415 |
|
|
2015
Q1 | $25K | Hold |
500
| – | – | ﹤0.01% | 445 |
|
|
2014
Q4 | $23K | Hold |
500
| – | – | ﹤0.01% | 421 |
|
|
2014
Q3 | $22K | Hold |
500
| – | – | ﹤0.01% | 429 |
|
|
2014
Q2 | $21K | Hold |
500
| – | – | ﹤0.01% | 465 |
|
|
2014
Q1 | $21K | Hold |
500
| – | – | ﹤0.01% | 457 |
|
|
2013
Q4 | $23K | Hold |
500
| – | – | ﹤0.01% | 437 |
|
|
2013
Q3 | $20K | Sell |
500
-6,300
| -93% | -$252K | ﹤0.01% | 450 |
|
|
2013
Q2 | $248K | Buy |
+6,800
| New | +$248K | 0.01% | 305 |
|