Tru Independence Asset Management 2’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$2.58M Buy
+22,532
New +$2.58M 2.59% 19
2022
Q3
$3.05M Buy
27,151
+96
+0.4% +$10.8K 3.24% 8
2022
Q2
$3.08M Sell
27,055
-102
-0.4% -$11.6K 2.54% 9
2022
Q1
$3.71M Sell
27,157
-829
-3% -$113K 2.13% 11
2021
Q4
$3.82M Buy
27,986
+83
+0.3% +$11.3K 2.03% 13
2021
Q3
$3.14M Buy
27,903
+148
+0.5% +$16.6K 2.23% 13
2021
Q2
$2.98M Sell
27,755
-137
-0.5% -$14.7K 2.03% 18
2021
Q1
$2.73M Buy
27,892
+3
+0% +$294 2.16% 17
2020
Q4
$2.6M Buy
+27,889
New +$2.6M 2.19% 12