Arete Wealth 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 | $512K | Buy |
3,520
+192
| +6% | +$27.9K | 0.04% | 404 |
|
|
2025
Q1 | $513K | Buy |
3,328
+1,065
| +47% | +$164K | 0.04% | 383 |
|
|
2024
Q4 | $317K | Buy |
2,263
+580
| +34% | +$81.2K | 0.02% | 535 |
|
|
2024
Q3 | $226K | Sell |
1,683
-565
| -25% | -$75.9K | 0.02% | 615 |
|
|
2024
Q2 | $267K | Buy |
+2,248
| New | +$267K | 0.02% | 566 |
|
|
2024
Q1 | – | Sell |
-1,845
| Closed | -$220K | – | 630 |
|
|
2023
Q4 | $220K | Buy |
1,845
+35
| +2% | +$4.17K | 0.02% | 649 |
|
|
2023
Q3 | $209K | Buy |
+1,810
| New | +$209K | 0.04% | 427 |
|
|
2023
Q2 | – | Sell |
-1,950
| Closed | -$223K | – | 727 |
|
|
2023
Q1 | $223K | Buy |
+1,950
| New | +$223K | 0.02% | 552 |
|
|
2022
Q4 | – | Sell |
-1,971
| Closed | -$221K | – | 688 |
|
|
2022
Q3 | $221K | Buy |
1,971
+61
| +3% | +$6.84K | 0.02% | 494 |
|
|
2022
Q2 | $218K | Sell |
1,910
-225
| -11% | -$25.7K | 0.02% | 414 |
|
|
2022
Q1 | $291K | Buy |
+2,135
| New | +$291K | 0.02% | 381 |
|
|
2021
Q4 | – | Sell |
-1,947
| Closed | -$219K | – | 526 |
|
|
2021
Q3 | $219K | Sell |
1,947
-199
| -9% | -$22.4K | 0.02% | 384 |
|
|
2021
Q2 | $209K | Buy |
2,146
+30
| +1% | +$2.92K | 0.03% | 328 |
|
|
2021
Q1 | $207K | Buy |
+2,116
| New | +$207K | 0.03% | 394 |
|
|
2019
Q3 | – | Sell |
-2,573
| Closed | -$212K | – | 430 |
|
|
2019
Q2 | $212K | Buy |
+2,573
| New | +$212K | 0.04% | 359 |
|