Security National Trust’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$440K Hold
4,100
0.1% 112
2021
Q2
$440K Hold
4,100
0.1% 116
2021
Q1
$402K Hold
4,100
0.09% 120
2020
Q4
$382K Hold
4,100
0.09% 120
2020
Q3
$327K Hold
4,100
0.09% 125
2020
Q2
$311K Sell
4,100
-80
-2% -$6.07K 0.09% 123
2020
Q1
$263K Hold
4,180
0.1% 120
2019
Q4
$356K Buy
4,180
+180
+5% +$15.3K 0.1% 120
2019
Q3
$331K Hold
4,000
0.1% 121
2019
Q2
$329K Hold
4,000
0.1% 125
2019
Q1
$321K Hold
4,000
0.1% 122
2018
Q4
$261K Hold
4,000
0.1% 127
2018
Q3
$295K Hold
4,000
0.09% 134
2018
Q2
$273K Hold
4,000
0.09% 140
2018
Q1
$246K Hold
4,000
0.08% 142
2017
Q4
$272K Hold
4,000
0.09% 144
2017
Q3
$240K Hold
4,000
0.08% 157
2017
Q2
$228K Hold
4,000
0.08% 161
2017
Q1
$236K Hold
4,000
0.08% 160
2016
Q4
$244K Hold
4,000
0.09% 155
2016
Q3
$231K Hold
4,000
0.08% 154
2016
Q2
$238K Sell
4,000
-100
-2% -$5.95K 0.09% 155
2016
Q1
$221K Sell
4,100
-70
-2% -$3.77K 0.08% 158
2015
Q4
$221K Hold
4,170
0.09% 160
2015
Q3
$199K Hold
4,170
0.08% 171
2015
Q2
$195K Sell
4,170
-50
-1% -$2.34K 0.07% 181
2015
Q1
$209K Sell
4,220
-50
-1% -$2.48K 0.07% 179
2014
Q4
$197K Buy
4,270
+4,070
+2,035% +$188K 0.07% 174
2014
Q3
$9K Sell
200
-4,000
-95% -$180K ﹤0.01% 424
2014
Q2
$175K Sell
4,200
-100
-2% -$4.17K 0.07% 180
2014
Q1
$183K Sell
4,300
-200
-4% -$8.51K 0.07% 178
2013
Q4
$205K Hold
4,500
0.08% 166
2013
Q3
$183K Hold
4,500
0.08% 165
2013
Q2
$164K Buy
+4,500
New +$164K 0.08% 163