Stonebridge Financial Planning Group’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-300
| Closed | -$35K | – | 286 |
|
|
2021
Q4 | $35K | Hold |
300
| – | – | 0.02% | 247 |
|
|
2021
Q3 | $37K | Hold |
300
| – | – | 0.02% | 243 |
|
|
2021
Q2 | $34K | Hold |
300
| – | – | 0.02% | 248 |
|
|
2021
Q1 | $29K | Hold |
300
| – | – | 0.02% | 262 |
|
|
2020
Q4 | $28K | Hold |
300
| – | – | 0.02% | 244 |
|
|
2020
Q3 | $25K | Hold |
300
| – | – | 0.02% | 248 |
|
|
2020
Q2 | $23K | Hold |
300
| – | – | 0.02% | 250 |
|
|
2020
Q1 | $20K | Hold |
300
| – | – | 0.02% | 246 |
|
|
2019
Q4 | $26K | Buy |
+300
| New | +$26K | 0.02% | 223 |
|