Avantax Advisory Services’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Buy |
29,168
+2,311
| +9% | +$336K | 0.02% | 506 |
|
|
2025
Q1 | $4.14M | Buy |
26,857
+3,037
| +13% | +$469K | 0.03% | 476 |
|
|
2024
Q4 | $3.34M | Buy |
23,820
+379
| +2% | +$53.1K | 0.02% | 524 |
|
|
2024
Q3 | $3.15M | Buy |
23,441
+1,038
| +5% | +$139K | 0.02% | 525 |
|
|
2024
Q2 | $2.66M | Buy |
22,403
+8,660
| +63% | +$1.03M | 0.02% | 566 |
|
|
2024
Q1 | $1.69M | Sell |
13,743
-2,875
| -17% | -$353K | 0.02% | 582 |
|
|
2023
Q4 | $1.98M | Buy |
16,618
+723
| +5% | +$86.1K | 0.02% | 502 |
|
|
2023
Q3 | $1.83M | Sell |
15,895
-511
| -3% | -$58.9K | 0.02% | 484 |
|
|
2023
Q2 | $1.84M | Sell |
16,406
-2,934
| -15% | -$328K | 0.02% | 481 |
|
|
2023
Q1 | $2.22M | Buy |
19,340
+1,445
| +8% | +$166K | 0.03% | 413 |
|
|
2022
Q4 | $2.07M | Buy |
17,895
+587
| +3% | +$67.8K | 0.03% | 419 |
|
|
2022
Q3 | $1.94M | Buy |
17,308
+2,066
| +14% | +$232K | 0.03% | 380 |
|
|
2022
Q2 | $1.74M | Buy |
15,242
+1,109
| +8% | +$126K | 0.03% | 408 |
|
|
2022
Q1 | $1.93M | Sell |
14,133
-4,060
| -22% | -$554K | 0.03% | 384 |
|
|
2021
Q4 | $2.48M | Buy |
18,193
+730
| +4% | +$99.6K | 0.04% | 326 |
|
|
2021
Q3 | $1.96M | Sell |
17,463
-634
| -4% | -$71.3K | 0.03% | 337 |
|
|
2021
Q2 | $1.94M | Buy |
18,097
+1,001
| +6% | +$107K | 0.04% | 328 |
|
|
2021
Q1 | $1.67M | Sell |
17,096
-998
| -6% | -$97.7K | 0.04% | 324 |
|
|
2020
Q4 | $1.69M | Sell |
18,094
-12,914
| -42% | -$1.2M | 0.04% | 298 |
|
|
2020
Q3 | $2.48M | Buy |
31,008
+10,032
| +48% | +$801K | 0.04% | 324 |
|
|
2020
Q2 | $1.59M | Sell |
20,976
-761
| -4% | -$57.5K | 0.05% | 261 |
|
|
2020
Q1 | $1.37M | Buy |
21,737
+405
| +2% | +$25.5K | 0.04% | 252 |
|
|
2019
Q4 | $1.82M | Buy |
21,332
+16,582
| +349% | +$1.41M | 0.04% | 230 |
|
|
2019
Q3 | $394K | Sell |
4,750
-42
| -0.9% | -$3.48K | 0.02% | 366 |
|
|
2019
Q2 | $394K | Buy |
4,792
+301
| +7% | +$24.7K | 0.02% | 336 |
|
|
2019
Q1 | $360K | Buy |
4,491
+57
| +1% | +$4.57K | 0.02% | 322 |
|
|
2018
Q4 | $288K | Buy |
+4,434
| New | +$288K | 0.05% | 303 |
|