SWS Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-77
| Closed | -$9.13K | – | 239 |
|
2024
Q2 | $9.13K | Buy |
+77
| New | +$9.13K | ﹤0.01% | 252 |
|
2022
Q2 | – | Sell |
-123
| Closed | -$17K | – | 105 |
|
2022
Q1 | $17K | Buy |
+123
| New | +$17K | 0.01% | 100 |
|
2018
Q4 | $1.6M | Sell |
24,554
-4,443
| -15% | -$290K | 1.21% | 31 |
|
2018
Q3 | $2.62M | Sell |
28,997
-832
| -3% | -$75.2K | 1.66% | 19 |
|
2018
Q2 | $2.04M | Buy |
29,829
+5,189
| +21% | +$355K | 1.43% | 24 |
|
2018
Q1 | $1.49M | Buy |
24,640
+688
| +3% | +$41.5K | 1.09% | 41 |
|
2017
Q4 | $1.63M | Buy |
+23,952
| New | +$1.63M | 1.23% | 32 |
|