Annis Gardner Whiting Capital 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 | $87.7K | Buy |
603
+137
| +29% | +$19.9K | 0.03% | 324 |
|
|
2025
Q1 | $71.9K | Hold |
466
| – | – | 0.03% | 311 |
|
|
2024
Q4 | $65.3K | Hold |
466
| – | – | 0.02% | 323 |
|
|
2024
Q3 | $62.5K | Sell |
466
-86
| -16% | -$11.5K | 0.02% | 341 |
|
|
2024
Q2 | $65.4K | Buy |
552
+68
| +14% | +$8.06K | 0.02% | 370 |
|
|
2024
Q1 | $59.4K | Buy |
484
+25
| +5% | +$3.07K | 0.02% | 363 |
|
|
2023
Q4 | $54.7K | Buy |
+459
| New | +$54.7K | 0.02% | 293 |
|