TFO Wealth Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-191
| Closed | -$23.5K | – | 564 |
|
2024
Q1 | $23.5K | Hold |
191
| – | – | ﹤0.01% | 77 |
|
2023
Q4 | $22.8K | Hold |
191
| – | – | ﹤0.01% | 77 |
|
2023
Q3 | $21.4K | Hold |
191
| – | – | ﹤0.01% | 146 |
|
2023
Q2 | $21.4K | Hold |
191
| – | – | ﹤0.01% | 135 |
|
2023
Q1 | $21.9K | Buy |
191
+186
| +3,720% | +$21.3K | ﹤0.01% | 94 |
|
2022
Q4 | $84 | Buy |
+5
| New | +$84 | ﹤0.01% | 804 |
|