Advisor OS’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $374K | Buy |
2,572
+153
| +6% | +$22.3K | 0.04% | 305 |
|
2025
Q1 | $373K | Sell |
2,419
-97
| -4% | -$15K | 0.04% | 281 |
|
2024
Q4 | $353K | Sell |
2,516
-25
| -1% | -$3.51K | 0.04% | 286 |
|
2024
Q3 | $341K | Buy |
2,541
+51
| +2% | +$6.84K | 0.03% | 299 |
|
2024
Q2 | $295K | Sell |
2,490
-171
| -6% | -$20.3K | 0.03% | 309 |
|
2024
Q1 | $327K | Buy |
2,661
+235
| +10% | +$28.9K | 0.04% | 296 |
|
2023
Q4 | $289K | Buy |
2,426
+151
| +7% | +$18K | 0.04% | 266 |
|
2023
Q3 | $262K | Sell |
2,275
-6,301
| -73% | -$727K | 0.04% | 248 |
|
2023
Q2 | $959K | Sell |
8,576
-4,905
| -36% | -$549K | 0.16% | 133 |
|
2023
Q1 | $1.54M | Sell |
13,481
-369
| -3% | -$42.3K | 0.37% | 66 |
|
2022
Q4 | $1.6M | Buy |
13,850
+4,617
| +50% | +$534K | 0.43% | 55 |
|
2022
Q3 | $1.04M | Sell |
9,233
-1,440
| -13% | -$162K | 0.31% | 70 |
|
2022
Q2 | $1.22M | Buy |
10,673
+3,910
| +58% | +$445K | 0.35% | 58 |
|
2022
Q1 | $922K | Buy |
6,763
+1,687
| +33% | +$230K | 0.27% | 87 |
|
2021
Q4 | $693K | Buy |
5,076
+405
| +9% | +$55.3K | 0.14% | 138 |
|
2021
Q3 | $525K | Buy |
4,671
+652
| +16% | +$73.3K | 0.11% | 149 |
|
2021
Q2 | $432K | Buy |
+4,019
| New | +$432K | 0.09% | 154 |
|