Addison Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $176K | Buy |
1,210
+135
| +13% | +$19.6K | 0.04% | 236 |
|
2025
Q1 | $166K | Buy |
1,075
+18
| +2% | +$2.78K | 0.05% | 233 |
|
2024
Q4 | $148K | Buy |
1,057
+100
| +10% | +$14K | 0.04% | 246 |
|
2024
Q3 | $128K | Hold |
957
| – | – | 0.04% | 272 |
|
2024
Q2 | $113K | Hold |
957
| – | – | 0.04% | 275 |
|
2024
Q1 | $118K | Hold |
957
| – | – | 0.04% | 272 |
|
2023
Q4 | $114K | Hold |
957
| – | – | 0.04% | 260 |
|
2023
Q3 | $110K | Hold |
957
| – | – | 0.05% | 237 |
|
2023
Q2 | $107K | Hold |
957
| – | – | 0.05% | 236 |
|
2023
Q1 | $110K | Sell |
957
-16
| -2% | -$1.83K | 0.06% | 212 |
|
2022
Q4 | $112K | Hold |
973
| – | – | 0.07% | 198 |
|
2022
Q3 | $109K | Hold |
973
| – | – | 0.07% | 180 |
|
2022
Q2 | $111K | Buy |
973
+687
| +240% | +$78.4K | 0.07% | 176 |
|
2022
Q1 | $39K | Buy |
286
+1
| +0.4% | +$136 | 0.02% | 317 |
|
2021
Q4 | $39K | Buy |
285
+15
| +6% | +$2.05K | 0.02% | 267 |
|
2021
Q3 | $30K | Hold |
270
| – | – | 0.02% | 228 |
|
2021
Q2 | $29K | Buy |
+270
| New | +$29K | 0.02% | 232 |
|
2020
Q4 | $25K | Buy |
+270
| New | +$25K | 0.02% | 232 |
|