AllSquare 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	$14.5K	Hold	100	–	–	0.01%	349
2025 Q1	$15.4K	Hold	100	–	–	0.01%	332
2024 Q4	$14K	Hold	100	–	–	0.01%	343
2024 Q3	$13.4K	Hold	100	–	–	0.01%	352
2024 Q2	$11.9K	Hold	100	–	–	0.01%	357
2024 Q1	$12.3K	Hold	100	–	–	0.01%	359
2023 Q4	$11.9K	Hold	100	–	–	0.01%	354
2023 Q3	$11.5K	Hold	100	–	–	0.01%	356
2023 Q2	$10.7K	Hold	100	–	–	0.01%	371
2023 Q1	$11.5K	Hold	100	–	–	0.01%	360
2022 Q4	$11.6K	Hold	100	–	–	0.01%	349
2022 Q3	$11K	Hold	100	–	–	0.01%	348
2022 Q2	$11K	Hold	100	–	–	0.01%	358
2022 Q1	$14K	Hold	100	–	–	0.01%	347
2021 Q4	$14K	Hold	100	–	–	0.01%	358
2021 Q3	$11K	Hold	100	–	–	0.01%	365
2021 Q2	$11K	Hold	100	–	–	0.01%	381
2021 Q1	$10K	Hold	100	–	–	0.01%	385
2020 Q4	$9K	Hold	100	–	–	0.01%	359
2020 Q3	$8K	Hold	100	–	–	0.01%	349
2020 Q2	$8K	Hold	100	–	–	0.01%	358
2020 Q1	$6K	Hold	100	–	–	0.01%	351
2019 Q4	$9K	Hold	100	–	–	0.01%	339
2019 Q3	$8K	Hold	100	–	–	0.01%	348
2019 Q2	$8K	Hold	100	–	–	0.01%	357
2019 Q1	$8K	Hold	100	–	–	0.01%	355
2018 Q4	$7K	Hold	100	–	–	0.01%	356
2018 Q3	$7K	Hold	100	–	–	0.01%	377
2018 Q2	$7K	Hold	100	–	–	0.01%	372
2018 Q1	$6K	Hold	100	–	–	﹤0.01%	317
2017 Q4	$7K	Hold	100	–	–	0.01%	308
2017 Q3	$6K	Hold	100	–	–	﹤0.01%	300
2017 Q2	$6K	Hold	100	–	–	0.01%	146
2017 Q1	$6K	Hold	100	–	–	0.01%	289
2016 Q4	$6K	Hold	100	–	–	0.01%	268
2016 Q3	$6K	Hold	100	–	–	0.01%	250
2016 Q2	$6K	Hold	100	–	–	0.01%	234
2016 Q1	$5K	Hold	100	–	–	0.01%	249
2015 Q4	$5K	Buy	+100	New	+$5K	0.01%	250
2015 Q1	–	Sell	-1,000	Closed	-$46K	–	331
2014 Q4	$46K	Buy	+1,000	New	+$46K	0.04%	125