WealthPlan Investment Management’s Paychex PAYX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,656	Closed	-$307K	–	530
2022 Q4	$307K	Buy	2,656 +496	+23%	+$57.3K	0.02%	311
2022 Q3	$260K	Buy	+2,160	New	+$260K	0.02%	318
2022 Q1	$274K	Buy	+2,160	New	+$274K	0.02%	330