TrinityPoint Wealth’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $678K | Buy |
4,832
+293
| +6% | +$41.1K | 0.1% | 195 |
|
2024
Q3 | $609K | Sell |
4,539
-515
| -10% | -$69.1K | 0.09% | 205 |
|
2024
Q2 | $599K | Buy |
5,054
+302
| +6% | +$35.8K | 0.09% | 192 |
|
2024
Q1 | $584K | Buy |
4,752
+571
| +14% | +$70.1K | 0.1% | 184 |
|
2023
Q4 | $498K | Buy |
4,181
+617
| +17% | +$73.5K | 0.09% | 190 |
|
2023
Q3 | $411K | Buy |
3,564
+680
| +24% | +$78.4K | 0.08% | 199 |
|
2023
Q2 | $323K | Buy |
+2,884
| New | +$323K | 0.06% | 217 |
|