WD Rutherford’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,965
| Closed | -$225K | – | 81 |
|
|
2023
Q1 | $225K | Hold |
1,965
| – | – | 0.16% | 74 |
|
|
2022
Q4 | $227K | Sell |
1,965
-540
| -22% | -$62.4K | 0.18% | 68 |
|
|
2022
Q3 | $281K | Hold |
2,505
| – | – | 0.23% | 66 |
|
|
2022
Q2 | $285K | Hold |
2,505
| – | – | 0.22% | 62 |
|
|
2022
Q1 | $342K | Hold |
2,505
| – | – | 0.2% | 62 |
|
|
2021
Q4 | $342K | Hold |
2,505
| – | – | 0.17% | 65 |
|
|
2021
Q3 | $282K | Sell |
2,505
-225
| -8% | -$25.3K | 0.15% | 66 |
|
|
2021
Q2 | $293K | Buy |
2,730
+175
| +7% | +$18.8K | 0.16% | 67 |
|
|
2021
Q1 | $250K | Hold |
2,555
| – | – | 0.16% | 72 |
|
|
2020
Q4 | $238K | Buy |
+2,555
| New | +$238K | 0.15% | 62 |
|