Wagner Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-225
| Closed | -$25K | – | 596 |
|
|
2022
Q3 | $25K | Sell |
225
-145
| -39% | -$16.1K | 0.02% | 282 |
|
|
2022
Q2 | $42K | Buy |
+370
| New | +$42K | 0.03% | 226 |
|
|
2022
Q1 | – | Sell |
-367
| Closed | -$50K | – | 531 |
|
|
2021
Q4 | $50K | Buy |
367
+1
| +0.3% | +$136 | 0.04% | 255 |
|
|
2021
Q3 | $45K | Sell |
366
-60
| -14% | -$7.38K | 0.04% | 254 |
|
|
2021
Q2 | $46K | Buy |
426
+1
| +0.2% | +$108 | 0.03% | 262 |
|
|
2021
Q1 | $42K | Buy |
+425
| New | +$42K | 0.03% | 244 |
|
|
2018
Q3 | $15K | Hold |
208
| – | – | 0.01% | 380 |
|
|
2018
Q2 | $14K | Buy |
+208
| New | +$14K | 0.01% | 355 |
|