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