Winch Advisory Services’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-31
| Closed | -$4K | – | 455 |
|
|
2023
Q3 | $4K | Sell |
31
-38
| -55% | -$4.9K | ﹤0.01% | 319 |
|
|
2023
Q2 | $8K | Hold |
69
| – | – | ﹤0.01% | 273 |
|
|
2023
Q1 | $8K | Buy |
69
+1
| +1% | +$116 | ﹤0.01% | 269 |
|
|
2022
Q4 | $8K | Hold |
68
| – | – | ﹤0.01% | 255 |
|
|
2022
Q3 | $8K | Buy |
68
+1
| +1% | +$118 | ﹤0.01% | 241 |
|
|
2022
Q2 | $8K | Hold |
67
| – | – | ﹤0.01% | 253 |
|
|
2022
Q1 | $9K | Hold |
67
| – | – | ﹤0.01% | 264 |
|
|
2021
Q4 | $9K | Hold |
67
| – | – | ﹤0.01% | 274 |
|
|
2021
Q3 | $8K | Hold |
67
| – | – | ﹤0.01% | 288 |
|
|
2021
Q2 | $7K | Buy |
67
+37
| +123% | +$3.87K | ﹤0.01% | 307 |
|
|
2021
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 363 |
|
|
2020
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 348 |
|
|
2020
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 341 |
|
|
2020
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 340 |
|
|
2020
Q1 | $2K | Sell |
30
-10
| -25% | -$667 | ﹤0.01% | 291 |
|
|
2019
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 298 |
|
|
2019
Q3 | – | Sell |
-20
| Closed | -$2K | – | 408 |
|
|
2019
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 374 |
|
|
2016
Q1 | – | Sell |
-50
| Closed | -$3K | – | 268 |
|
|
2015
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 197 |
|
|
2015
Q2 | – | Sell |
-66
| Closed | -$3K | – | 332 |
|
|
2015
Q1 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 240 |
|
|
2014
Q4 | – | Sell |
-133
| Closed | -$6K | – | 144 |
|
|
2014
Q3 | $6K | Hold |
133
| – | – | ﹤0.01% | 169 |
|
|
2014
Q2 | $6K | Hold |
133
| – | – | ﹤0.01% | 193 |
|
|
2014
Q1 | $6K | Buy |
+133
| New | +$6K | ﹤0.01% | 206 |
|