WealthPLAN Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,934
| Closed | -$238K | – | 316 |
|
|
2024
Q1 | $238K | Sell |
1,934
-101
| -5% | -$12.3K | 0.02% | 282 |
|
|
2023
Q4 | $242K | Buy |
2,035
+2
| +0.1% | +$237 | 0.02% | 290 |
|
|
2023
Q3 | $235K | Buy |
2,033
+65
| +3% | +$7.83K | 0.03% | 282 |
|
|
2023
Q2 | $220K | Sell |
1,968
-189
| -9% | -$20.7K | 0.03% | 280 |
|
|
2023
Q1 | $247K | Sell |
2,157
-499
| -19% | -$56.8K | 0.03% | 273 |
|
|
2022
Q4 | $303K | Buy |
+2,656
| New | +$311K | 0.02% | 313 |
|
|
2022
Q1 | $274K | Sell |
2,160
-511
| -19% | -$62.7K | 0.02% | 330 |
|
|
2021
Q4 | $315K | Sell |
2,671
-23
| -0.9% | -$2.84K | 0.02% | 310 |
|
|
2021
Q3 | $332K | Buy |
2,694
+40
| +2% | +$4.49K | 0.02% | 301 |
|
|
2021
Q2 | $310K | Sell |
2,654
-624
| -19% | -$62.8K | 0.02% | 282 |
|
|
2021
Q1 | $330K | Hold |
3,278
| – | – | 0.03% | 265 |
|
|
2020
Q4 | $300K | Sell |
3,278
-9
| -0.3% | -$799 | 0.03% | 267 |
|
|
2020
Q3 | $297K | Sell |
3,287
-61
| -2% | -$4.58K | 0.03% | 257 |
|
|
2020
Q2 | $249K | Buy |
3,348
+15
| +0.5% | +$1.04K | 0.03% | 264 |
|
|
2020
Q1 | $210K | Sell |
3,333
-281
| -8% | -$22.4K | 0.03% | 231 |
|
|
2019
Q4 | $318K | Buy |
3,614
+73
| +2% | +$6.16K | 0.04% | 195 |
|
|
2019
Q3 | $296K | Sell |
3,541
-507
| -13% | -$42.1K | 0.04% | 190 |
|
|
2019
Q2 | $339K | Sell |
4,048
-2,516
| -38% | -$212K | 0.05% | 172 |
|
|
2019
Q1 | $558K | Sell |
6,564
-430
| -6% | -$31.7K | 0.09% | 155 |
|
|
2018
Q4 | $530K | Buy |
6,994
+229
| +3% | +$15.5K | 0.09% | 146 |
|
|
2018
Q3 | $456K | Buy |
6,765
+204
| +3% | +$14.7K | 0.08% | 154 |
|
|
2018
Q2 | $448K | Buy |
6,561
+128
| +2% | +$8.26K | 0.09% | 148 |
|
|
2018
Q1 | $396K | Buy |
6,433
+3,269
| +103% | +$216K | 0.09% | 162 |
|
|
2017
Q4 | $215K | Buy |
+3,164
| New | +$208K | 0.06% | 196 |
|
|
2017
Q2 | – | Sell |
-432
| Closed | -$25.2K | – | 348 |
|
|
2017
Q1 | $25.2K | Buy |
+432
| New | +$26.3K | 0.09% | 162 |
|
|
2016
Q3 | $92.6K | Sell |
1,622
-1,676
| -51% | -$100K | 0.03% | 239 |
|
|
2016
Q2 | $97.6K | Buy |
+3,298
| New | +$177K | 0.01% | 621 |
|
|
2015
Q4 | $53.6K | Buy |
+3,055
| New | +$160K | 0.01% | 604 |
|
|
2015
Q2 | $10K | Sell |
205
-385
| -65% | -$18.8K | ﹤0.01% | 309 |
|
|
2015
Q1 | $29K | Buy |
+590
| New | +$28.7K | 0.01% | 287 |
|
Other funds holding PAYX
