WFG Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $247K | Sell |
4,342
-465
| -10% | -$26.5K | 0.06% | 322 |
|
|
2017
Q1 | $283K | Sell |
4,807
-782
| -14% | -$46K | 0.08% | 269 |
|
|
2016
Q4 | $340K | Buy |
5,589
+1,275
| +30% | +$77.6K | 0.08% | 258 |
|
|
2016
Q3 | $250K | Sell |
4,314
-4,467
| -51% | -$259K | 0.06% | 309 |
|
|
2016
Q2 | $522K | Sell |
8,781
-450
| -5% | -$26.8K | 0.14% | 166 |
|
|
2016
Q1 | $499K | Buy |
9,231
+206
| +2% | +$11.1K | 0.14% | 164 |
|
|
2015
Q4 | $477K | Buy |
9,025
+3,221
| +55% | +$170K | 0.14% | 170 |
|
|
2015
Q3 | $276K | Buy |
5,804
+774
| +15% | +$36.8K | 0.09% | 223 |
|
|
2015
Q2 | $236K | Buy |
5,030
+403
| +9% | +$18.9K | 0.07% | 298 |
|
|
2015
Q1 | $230K | Sell |
4,627
-2,770
| -37% | -$138K | 0.06% | 317 |
|
|
2014
Q4 | $342K | Buy |
7,397
+1,358
| +22% | +$62.8K | 0.07% | 311 |
|
|
2014
Q3 | $267K | Sell |
6,039
-274
| -4% | -$12.1K | 0.05% | 382 |
|
|
2014
Q2 | $262K | Buy |
6,313
+161
| +3% | +$6.68K | 0.05% | 393 |
|
|
2014
Q1 | $262K | Sell |
6,152
-11,569
| -65% | -$493K | 0.05% | 376 |
|
|
2013
Q4 | $807K | Buy |
17,721
+7,761
| +78% | +$353K | 0.11% | 207 |
|
|
2013
Q3 | $405K | Buy |
9,960
+3,865
| +63% | +$157K | 0.06% | 325 |
|
|
2013
Q2 | $223K | Buy |
+6,095
| New | +$223K | 0.04% | 430 |
|