Valley Wealth Managers’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-130
| Closed | -$15.5K | – | 345 |
|
|
2023
Q4 | $15.5K | Hold |
130
| – | – | ﹤0.01% | 260 |
|
|
2023
Q3 | $15K | Sell |
130
-135
| -51% | -$15.6K | ﹤0.01% | 271 |
|
|
2023
Q2 | $29.6K | Hold |
265
| – | – | ﹤0.01% | 232 |
|
|
2023
Q1 | $30.4K | Hold |
265
| – | – | ﹤0.01% | 237 |
|
|
2022
Q4 | $30.6K | Sell |
265
-225
| -46% | -$26K | ﹤0.01% | 254 |
|
|
2022
Q3 | $55K | Hold |
490
| – | – | 0.01% | 236 |
|
|
2022
Q2 | $56K | Buy |
+490
| New | +$56K | 0.01% | 244 |
|
|
2021
Q3 | – | Sell |
-24,466
| Closed | -$2.63M | – | 197 |
|
|
2021
Q2 | $2.63M | Buy |
24,466
+1,234
| +5% | +$132K | 0.22% | 93 |
|
|
2021
Q1 | $2.28M | Buy |
23,232
+3,581
| +18% | +$351K | 0.2% | 91 |
|
|
2020
Q4 | $1.83M | Buy |
19,651
+381
| +2% | +$35.5K | 0.18% | 97 |
|
|
2020
Q3 | $1.54M | Buy |
+19,270
| New | +$1.54M | 0.17% | 95 |
|