AE Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Sell |
3,771
-1,097
| -23% | -$160K | ﹤0.01% | 892 |
|
|
2025
Q1 | $751K | Sell |
4,868
-1,267
| -21% | -$195K | 0.01% | 794 |
|
|
2024
Q4 | $860K | Sell |
6,135
-1,351
| -18% | -$189K | 0.01% | 741 |
|
|
2024
Q3 | $1M | Buy |
7,486
+882
| +13% | +$118K | 0.01% | 690 |
|
|
2024
Q2 | $783K | Buy |
6,604
+513
| +8% | +$60.8K | 0.01% | 764 |
|
|
2024
Q1 | $748K | Sell |
6,091
-17,966
| -75% | -$2.21M | 0.01% | 720 |
|
|
2023
Q4 | $2.91M | Buy |
24,057
+5,448
| +29% | +$659K | 0.01% | 775 |
|
|
2023
Q3 | $2.15M | Buy |
18,609
+9,417
| +102% | +$1.09M | 0.01% | 826 |
|
|
2023
Q2 | $1.03M | Buy |
9,192
+355
| +4% | +$39.7K | 0.01% | 1081 |
|
|
2023
Q1 | $1.01M | Buy |
8,837
+265
| +3% | +$30.4K | 0.01% | 1040 |
|
|
2022
Q4 | $991K | Sell |
8,572
-92
| -1% | -$10.6K | 0.01% | 983 |
|
|
2022
Q3 | $972K | Sell |
8,664
-137
| -2% | -$15.4K | 0.01% | 947 |
|
|
2022
Q2 | $1M | Sell |
8,801
-11,960
| -58% | -$1.36M | 0.01% | 885 |
|
|
2022
Q1 | $2.83M | Sell |
20,761
-1,418
| -6% | -$193K | 0.02% | 607 |
|
|
2021
Q4 | $3.03M | Sell |
22,179
-53,632
| -71% | -$7.32M | 0.02% | 562 |
|
|
2021
Q3 | $8.53M | Buy |
75,811
+2,962
| +4% | +$333K | 0.07% | 263 |
|
|
2021
Q2 | $7.82M | Sell |
72,849
-3,660
| -5% | -$393K | 0.07% | 260 |
|
|
2021
Q1 | $7.5M | Buy |
76,509
+3,860
| +5% | +$378K | 0.08% | 253 |
|
|
2020
Q4 | $6.77M | Buy |
72,649
+6,922
| +11% | +$645K | 0.08% | 234 |
|
|
2020
Q3 | $5.24M | Buy |
65,727
+19,550
| +42% | +$1.56M | 0.07% | 223 |
|
|
2020
Q2 | $3.5M | Buy |
46,177
+21,491
| +87% | +$1.63M | 0.05% | 278 |
|
|
2020
Q1 | $1.55M | Buy |
24,686
+4,800
| +24% | +$302K | 0.04% | 364 |
|
|
2019
Q4 | $1.69M | Buy |
19,886
+526
| +3% | +$44.7K | 0.04% | 385 |
|
|
2019
Q3 | $1.6M | Buy |
19,360
+44
| +0.2% | +$3.64K | 0.05% | 322 |
|
|
2019
Q2 | $1.59M | Buy |
19,316
+9,929
| +106% | +$817K | 0.05% | 287 |
|
|
2019
Q1 | $753K | Buy |
+9,387
| New | +$753K | 0.05% | 259 |
|