V Wealth Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $447K | Sell |
3,872
-4,763
| -55% | -$549K | 0.36% | 59 |
|
|
2023
Q2 | $966K | Buy |
8,635
+84
| +1% | +$9.4K | 0.16% | 125 |
|
|
2023
Q1 | $980K | Sell |
8,551
-391
| -4% | -$44.8K | 0.18% | 122 |
|
|
2022
Q4 | $1.03M | Buy |
8,942
+3,273
| +58% | +$378K | 0.21% | 106 |
|
|
2022
Q3 | $636K | Sell |
5,669
-92
| -2% | -$10.3K | 0.13% | 159 |
|
|
2022
Q2 | $656K | Buy |
5,761
+9
| +0.2% | +$1.03K | 0.12% | 183 |
|
|
2022
Q1 | $785K | Buy |
5,752
+507
| +10% | +$69.2K | 0.13% | 182 |
|
|
2021
Q4 | $716K | Buy |
5,245
+7
| +0.1% | +$956 | 0.11% | 189 |
|
|
2021
Q3 | $589K | Sell |
5,238
-62
| -1% | -$6.97K | 0.09% | 232 |
|
|
2021
Q2 | $568K | Buy |
5,300
+9
| +0.2% | +$965 | 0.09% | 247 |
|
|
2021
Q1 | $518K | Buy |
5,291
+7
| +0.1% | +$685 | 0.1% | 242 |
|
|
2020
Q4 | $493K | Buy |
5,284
+1,414
| +37% | +$132K | 0.1% | 213 |
|
|
2020
Q3 | $309K | Sell |
3,870
-877
| -18% | -$70K | 0.21% | 126 |
|
|
2020
Q2 | $359K | Sell |
4,747
-1,619
| -25% | -$122K | 0.09% | 235 |
|
|
2020
Q1 | $400K | Buy |
6,366
+3,864
| +154% | +$243K | 0.13% | 178 |
|
|
2019
Q4 | $207K | Hold |
2,502
| – | – | 0.07% | 267 |
|
|
2019
Q3 | $207K | Buy |
+2,502
| New | +$207K | 0.07% | 269 |
|
|
2017
Q3 | – | Sell |
-853
| Closed | -$48K | – | 555 |
|
|
2017
Q2 | $48K | Buy |
+853
| New | +$48K | 0.02% | 326 |
|