Arkadios 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 | $7.85M | Buy |
53,974
+4,254
| +9% | +$619K | 0.23% | 92 |
|
2025
Q1 | $7.67M | Buy |
49,720
+10,991
| +28% | +$1.7M | 0.29% | 69 |
|
2024
Q4 | $5.43M | Buy |
38,729
+4,543
| +13% | +$637K | 0.3% | 69 |
|
2024
Q3 | $4.59M | Buy |
34,186
+2,009
| +6% | +$270K | 0.26% | 85 |
|
2024
Q2 | $3.81M | Sell |
32,177
-1,900
| -6% | -$225K | 0.26% | 82 |
|
2024
Q1 | $4.18M | Buy |
34,077
+866
| +3% | +$106K | 0.32% | 67 |
|
2023
Q4 | $3.96M | Buy |
33,211
+928
| +3% | +$111K | 0.33% | 66 |
|
2023
Q3 | $3.72M | Buy |
32,283
+8,495
| +36% | +$980K | 0.35% | 66 |
|
2023
Q2 | $2.66M | Buy |
23,788
+156
| +0.7% | +$17.5K | 0.31% | 78 |
|
2023
Q1 | $2.71M | Buy |
23,632
+1,788
| +8% | +$205K | 0.32% | 79 |
|
2022
Q4 | $2.52M | Buy |
21,844
+2,565
| +13% | +$296K | 0.33% | 82 |
|
2022
Q3 | $2.16M | Buy |
19,279
+2,490
| +15% | +$279K | 0.33% | 80 |
|
2022
Q2 | $1.91M | Buy |
16,789
+2,223
| +15% | +$253K | 0.28% | 90 |
|
2022
Q1 | $1.99M | Buy |
14,566
+7,063
| +94% | +$964K | 0.26% | 99 |
|
2021
Q4 | $1.02M | Buy |
7,503
+1,232
| +20% | +$168K | 0.14% | 172 |
|
2021
Q3 | $705K | Sell |
6,271
-351
| -5% | -$39.5K | 0.1% | 228 |
|
2021
Q2 | $710K | Buy |
6,622
+1,520
| +30% | +$163K | 0.09% | 260 |
|
2021
Q1 | $500K | Buy |
5,102
+2,467
| +94% | +$242K | 0.08% | 248 |
|
2020
Q4 | $245K | Buy |
2,635
+335
| +15% | +$31.1K | 0.05% | 291 |
|
2020
Q3 | $193K | Buy |
2,300
+2
| +0.1% | +$167 | 0.1% | 183 |
|
2020
Q2 | $165K | Sell |
2,298
-40
| -2% | -$2.88K | 0.09% | 175 |
|
2020
Q1 | $147K | Buy |
2,338
+209
| +10% | +$13.2K | 0.09% | 180 |
|
2019
Q4 | $189K | Buy |
+2,129
| New | +$189K | 0.11% | 159 |
|