TCI Wealth Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-596
| Closed | -$68.3K | – | 1622 |
|
|
2023
Q1 | $68.3K | Sell |
596
-4
| -0.7% | -$455 | 0.01% | 360 |
|
|
2022
Q4 | $69.3K | Buy |
600
+269
| +81% | +$31.5K | 0.01% | 330 |
|
|
2022
Q3 | $37K | Buy |
331
+68
| +26% | +$8.43K | 0.01% | 453 |
|
|
2022
Q2 | $30K | Sell |
263
-86
| -25% | -$10.8K | ﹤0.01% | 514 |
|
|
2022
Q1 | $47K | Buy |
349
+46
| +15% | +$5.65K | 0.01% | 423 |
|
|
2021
Q4 | $41K | Sell |
303
-18
| -6% | -$2.23K | 0.01% | 455 |
|
|
2021
Q3 | $36K | Buy |
321
+147
| +84% | +$16.5K | 0.01% | 498 |
|
|
2021
Q2 | $19K | Buy |
174
+40
| +30% | +$4.02K | ﹤0.01% | 632 |
|
|
2021
Q1 | $13K | Buy |
134
+60
| +81% | +$5.53K | 0.01% | 721 |
|
|
2020
Q4 | $7K | Buy |
74
+3
| +4% | +$266 | ﹤0.01% | 765 |
|
|
2020
Q3 | $6K | Sell |
71
-6
| -8% | -$451 | ﹤0.01% | 724 |
|
|
2020
Q2 | $6K | Sell |
77
-165
| -68% | -$11.4K | ﹤0.01% | 696 |
|
|
2020
Q1 | $15K | Buy |
242
+34
| +16% | +$2.72K | 0.01% | 500 |
|
|
2019
Q4 | $18K | Buy |
208
+21
| +11% | +$1.77K | 0.01% | 573 |
|
|
2019
Q3 | $15K | Sell |
187
-5
| -3% | -$416 | 0.01% | 548 |
|
|
2019
Q2 | $16K | Sell |
192
-126
| -40% | -$10.6K | 0.01% | 520 |
|
|
2019
Q1 | $26K | Buy |
318
+255
| +405% | +$18.8K | 0.01% | 447 |
|
|
2018
Q4 | $4K | Buy |
63
+7
| +13% | +$474 | ﹤0.01% | 838 |
|
|
2018
Q3 | $4K | Hold |
56
| – | – | ﹤0.01% | 855 |
|
|
2018
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 863 |
|
|
2018
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 872 |
|
|
2017
Q4 | $4K | Sell |
56
-400
| -88% | -$26.3K | ﹤0.01% | 843 |
|
|
2017
Q3 | $27K | Hold |
456
| – | – | 0.01% | 414 |
|
|
2017
Q2 | $26K | Sell |
456
-262
| -36% | -$15.4K | 0.01% | 419 |
|
|
2017
Q1 | $42K | Buy |
718
+262
| +57% | +$15.9K | 0.02% | 325 |
|
|
2016
Q4 | $28K | Sell |
456
-58
| -11% | -$3.34K | 0.01% | 423 |
|
|
2016
Q3 | $30K | Buy |
514
+54
| +12% | +$3.24K | 0.02% | 370 |
|
|
2016
Q2 | $27K | Hold |
460
| – | – | 0.02% | 387 |
|
|
2016
Q1 | $25K | Hold |
460
| – | – | 0.01% | 402 |
|
|
2015
Q4 | $24K | Hold |
460
| – | – | 0.01% | 408 |
|
|
2015
Q3 | $22K | Hold |
460
| – | – | 0.01% | 386 |
|
|
2015
Q2 | $22K | Buy |
+460
| New | +$22.5K | 0.01% | 386 |
|
|
2015
Q1 | – | Sell |
-460
| Closed | -$21K | – | 933 |
|
|
2014
Q4 | $21K | Hold |
460
| – | – | 0.01% | 347 |
|
|
2014
Q3 | $20K | Sell |
460
-900
| -66% | -$37.8K | 0.01% | 335 |
|
|
2014
Q2 | $57K | Hold |
1,360
| – | – | 0.03% | 239 |
|
|
2014
Q1 | $58K | Hold |
1,360
| – | – | 0.04% | 221 |
|
|
2013
Q4 | $62K | Sell |
1,360
-39
| -3% | -$1.67K | 0.04% | 220 |
|
|
2013
Q3 | $57K | Buy |
1,399
+39
| +3% | +$1.54K | 0.04% | 201 |
|
|
2013
Q2 | $50K | Buy |
+1,360
| New | +$50.1K | 0.04% | 217 |
|
Other funds holding PAYX
