WR Wealth Planners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $32.4K | Sell |
231
-10
| -4% | -$1.4K | 0.01% | 374 |
|
|
2024
Q3 | $32.3K | Buy |
241
+19
| +9% | +$2.55K | 0.01% | 407 |
|
|
2024
Q2 | $26.3K | Sell |
222
-175
| -44% | -$20.7K | 0.01% | 408 |
|
|
2024
Q1 | $48.8K | Buy |
+397
| New | +$48.8K | 0.02% | 337 |
|
|
2023
Q4 | – | Sell |
-374
| Closed | -$43.1K | – | 650 |
|
|
2023
Q3 | $43.1K | Hold |
374
| – | – | 0.02% | 337 |
|
|
2023
Q2 | $41.8K | Sell |
374
-1
| -0.3% | -$112 | 0.02% | 339 |
|
|
2023
Q1 | $43K | Buy |
375
+188
| +101% | +$21.5K | 0.02% | 339 |
|
|
2022
Q4 | $21.6K | Hold |
187
| – | – | 0.01% | 212 |
|
|
2022
Q3 | $21K | Hold |
187
| – | – | 0.01% | 201 |
|
|
2022
Q2 | $21.3K | Hold |
187
| – | – | 0.01% | 218 |
|
|
2022
Q1 | $25.5K | Buy |
+187
| New | +$25.5K | 0.02% | 207 |
|