Wealthspire Advisors (Maryland)’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $580K | Buy |
7,273
+3,758
| +107% | +$300K | 0.02% | 241 |
|
|
2020
Q2 | $266K | Sell |
3,515
-2,105
| -37% | -$159K | 0.02% | 359 |
|
|
2020
Q1 | $354K | Sell |
5,620
-1,087
| -16% | -$68.5K | 0.03% | 279 |
|
|
2019
Q4 | $570K | Buy |
6,707
+906
| +16% | +$77K | 0.04% | 255 |
|
|
2019
Q3 | $480K | Sell |
5,801
-109
| -2% | -$9.02K | 0.04% | 265 |
|
|
2019
Q2 | $486K | Sell |
5,910
-10
| -0.2% | -$822 | 0.04% | 261 |
|
|
2019
Q1 | $475K | Sell |
5,920
-444
| -7% | -$35.6K | 0.04% | 260 |
|
|
2018
Q4 | $415K | Buy |
6,364
+287
| +5% | +$18.7K | 0.04% | 252 |
|
|
2018
Q3 | $448K | Sell |
6,077
-207
| -3% | -$15.3K | 0.04% | 268 |
|
|
2018
Q2 | $430K | Buy |
6,284
+1,392
| +28% | +$95.3K | 0.04% | 269 |
|
|
2018
Q1 | $301K | Sell |
4,892
-1,777
| -27% | -$109K | 0.03% | 360 |
|
|
2017
Q4 | $454K | Buy |
6,669
+212
| +3% | +$14.4K | 0.04% | 276 |
|
|
2017
Q3 | $387K | Sell |
6,457
-698
| -10% | -$41.8K | 0.04% | 299 |
|
|
2017
Q2 | $407K | Buy |
7,155
+2,091
| +41% | +$119K | 0.05% | 269 |
|
|
2017
Q1 | $298K | Buy |
5,064
+3,757
| +287% | +$221K | 0.04% | 287 |
|
|
2016
Q4 | $80K | Sell |
1,307
-48
| -4% | -$2.94K | 0.01% | 653 |
|
|
2016
Q3 | $78K | Sell |
1,355
-8
| -0.6% | -$461 | 0.01% | 647 |
|
|
2016
Q2 | $81K | Sell |
1,363
-45
| -3% | -$2.67K | 0.01% | 587 |
|
|
2016
Q1 | $76K | Buy |
1,408
+8
| +0.6% | +$432 | 0.01% | 596 |
|
|
2015
Q4 | $74K | Buy |
+1,400
| New | +$74K | 0.01% | 607 |
|