Arete Wealth Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
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|
2025
Q1 | $513K | Buy |
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|
2024
Q4 | $317K | Buy |
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|
2024
Q3 | $226K | Sell |
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|
2024
Q2 | $267K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $220K | Buy |
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|
2023
Q3 | $209K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $221K | Buy |
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|
2022
Q2 | $218K | Sell |
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|
2022
Q1 | $291K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $219K | Sell |
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|
2021
Q2 | $209K | Buy |
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|
2021
Q1 | $207K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $212K | Buy |
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