Simplicity Solutions’s Paychex PAYX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$945K Sell
7,930
-289
-4% -$34.4K 0.03% 456
2023
Q3
$948K Buy
8,219
+969
+13% +$112K 0.03% 426
2023
Q2
$811K Sell
7,250
-365
-5% -$40.8K 0.02% 524
2023
Q1
$873K Buy
7,615
+2,539
+50% +$291K 0.02% 525
2022
Q4
$587K Sell
5,076
-153
-3% -$17.7K 0.08% 298
2022
Q3
$587K Buy
5,229
+1,023
+24% +$115K 0.09% 277
2022
Q2
$479K Buy
4,206
+736
+21% +$83.8K 0.06% 311
2022
Q1
$474K Sell
3,470
-2,890
-45% -$395K 0.06% 314
2021
Q4
$868K Buy
6,360
+3,637
+134% +$496K 0.1% 250
2021
Q3
$306K Buy
2,723
+387
+17% +$43.5K 0.05% 427
2021
Q2
$251K Buy
+2,336
New +$251K 0.05% 441
2021
Q1
Sell
-64,192
Closed -$5.98M 824
2020
Q4
$5.98M Buy
64,192
+4,777
+8% +$445K 0.09% 202
2020
Q3
$4.74M Buy
59,415
+20,700
+53% +$1.65M 0.09% 198
2020
Q2
$2.93M Buy
38,715
+19,315
+100% +$1.46M 0.06% 246
2020
Q1
$1.22M Buy
19,400
+3,527
+22% +$222K 0.04% 307
2019
Q4
$1.35M Buy
15,873
+510
+3% +$43.4K 0.04% 318
2019
Q3
$1.27M Sell
15,363
-145
-0.9% -$12K 0.05% 250
2019
Q2
$1.28M Buy
15,508
+5,191
+50% +$427K 0.05% 208
2019
Q1
$827K Buy
10,317
+5,949
+136% +$477K 0.05% 279
2018
Q4
$285K Buy
4,368
+225
+5% +$14.7K 0.04% 460
2018
Q3
$305K Sell
4,143
-5,931
-59% -$437K 0.02% 375
2018
Q2
$689K Buy
10,074
+2,388
+31% +$163K 0.05% 206
2018
Q1
$473K Sell
7,686
-420
-5% -$25.8K 0.04% 208
2017
Q4
$552K Buy
8,106
+367
+5% +$25K 0.05% 200
2017
Q3
$464K Buy
+7,739
New +$464K 0.31% 79
2016
Q1
Sell
-9,553
Closed -$505K 422
2015
Q4
$505K Buy
+9,553
New +$505K 0.06% 448