WealthSource Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $204K | Sell |
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|
2023
Q3 | $322K | Sell |
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|
2023
Q2 | $316K | Sell |
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|
2023
Q1 | $521K | Sell |
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|
2022
Q4 | $577K | Buy |
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|
2022
Q3 | $528K | Buy |
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|
2022
Q2 | $456K | Hold |
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|
2022
Q1 | $546K | Sell |
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|
2021
Q4 | $548K | Buy |
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|
2021
Q3 | $450K | Hold |
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|
2021
Q2 | $430K | Hold |
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|
2021
Q1 | $392K | Sell |
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|
2020
Q4 | $391K | Sell |
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|
2020
Q3 | $718K | Sell |
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|
2020
Q2 | $777K | Sell |
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|
2020
Q1 | $759K | Sell |
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|
2019
Q4 | $1.41M | Sell |
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|
2019
Q3 | $1.38M | Buy |
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|
2019
Q2 | $1.31M | Buy |
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|
2019
Q1 | $869K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $267K | Sell |
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|
2017
Q1 | $522K | Sell |
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|
2016
Q4 | $622K | Sell |
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|
2016
Q3 | $606K | Sell |
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|
2016
Q2 | $628K | Buy |
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|
2016
Q1 | $500K | Buy |
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