Atria Investments’s Paychex PAYX Stock Holding History

Atria Investments’s Portfolio PAYX Stock Details PAYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.86M	Buy	54,068 +4,761	+10%	+$693K	0.09%	249
2025 Q1	$7.61M	Sell	49,307 -3,943	-7%	-$608K	0.1%	239
2024 Q4	$7.47M	Sell	53,250 -2,252	-4%	-$316K	0.09%	247
2024 Q3	$7.45M	Buy	55,502 +1,567	+3%	+$210K	0.09%	249
2024 Q2	$6.39M	Buy	53,935 +31	+0.1%	+$3.68K	0.08%	273
2024 Q1	$6.62M	Sell	53,904 -2,834	-5%	-$348K	0.09%	267
2023 Q4	$6.76M	Sell	56,738 -754	-1%	-$89.8K	0.1%	230
2023 Q3	$6.63M	Sell	57,492 -1,103	-2%	-$127K	0.12%	211
2023 Q2	$6.56M	Sell	58,595 -319	-0.5%	-$35.7K	0.12%	202
2023 Q1	$6.75M	Sell	58,914 -143	-0.2%	-$16.4K	0.13%	195
2022 Q4	$6.82M	Sell	59,057 -845	-1%	-$97.6K	0.14%	184
2022 Q3	$6.72M	Sell	59,902 -5,428	-8%	-$609K	0.15%	169
2022 Q2	$7.44M	Sell	65,330 -1,494	-2%	-$170K	0.16%	158
2022 Q1	$9.12M	Sell	66,824 -4,283	-6%	-$584K	0.16%	157
2021 Q4	$9.71M	Buy	71,107 +8,876	+14%	+$1.21M	0.17%	140
2021 Q3	$7M	Sell	62,231 -345	-0.6%	-$38.8K	0.13%	182
2021 Q2	$6.71M	Buy	62,576 +578	+0.9%	+$62K	0.13%	182
2021 Q1	$6.08M	Buy	61,998 +4,821	+8%	+$473K	0.13%	174
2020 Q4	$5.33M	Buy	57,177 +2,132	+4%	+$199K	0.13%	187
2020 Q3	$4.39M	Buy	55,045 +19,056	+53%	+$1.52M	0.13%	175
2020 Q2	$2.73M	Buy	+35,989	New	+$2.73M	0.09%	252
2020 Q1	–	Sell	-86,510	Closed	-$7.36M	–	993
2019 Q4	$7.36M	Buy	86,510 +27,058	+46%	+$2.3M	0.2%	106
2019 Q3	$4.92M	Buy	59,452 +2,642	+5%	+$219K	0.18%	119
2019 Q2	$4.7M	Buy	56,810 +7,516	+15%	+$621K	0.18%	114
2019 Q1	$3.95M	Buy	49,294 +8,105	+20%	+$650K	0.17%	115
2018 Q4	$2.68M	Buy	41,189 +1,147	+3%	+$74.7K	0.12%	137
2018 Q3	$2.95M	Buy	40,042 +645	+2%	+$47.5K	0.12%	155
2018 Q2	$2.69M	Buy	39,397 +2,306	+6%	+$158K	0.12%	164
2018 Q1	$2.28M	Buy	37,091 +2,265	+7%	+$139K	0.11%	199
2017 Q4	$2.37M	Buy	34,826 +4,288	+14%	+$292K	0.12%	193
2017 Q3	$1.83M	Buy	30,538 +3,448	+13%	+$207K	0.1%	204
2017 Q2	$1.54M	Buy	+27,090	New	+$1.54M	0.09%	224