Avidian Wealth Enterprises’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$704K Sell
4,843
-60
-1% -$8.73K 0.03% 258
2025
Q1
$756K Sell
4,903
-1,427
-23% -$220K 0.03% 231
2024
Q4
$888K Buy
6,330
+174
+3% +$24.4K 0.04% 205
2024
Q3
$826K Buy
6,156
+491
+9% +$65.9K 0.04% 214
2024
Q2
$672K Buy
5,665
+195
+4% +$23.1K 0.03% 229
2024
Q1
$672K Buy
5,470
+406
+8% +$49.9K 0.03% 212
2023
Q4
$603K Buy
5,064
+231
+5% +$27.5K 0.04% 231
2023
Q3
$557K Sell
4,833
-99
-2% -$11.4K 0.04% 236
2023
Q2
$552K Sell
4,932
-1,625
-25% -$182K 0.04% 250
2023
Q1
$751K Sell
6,557
-90
-1% -$10.3K 0.04% 236
2022
Q4
$768K Buy
6,647
+126
+2% +$14.6K 0.05% 211
2022
Q3
$732K Buy
6,521
+194
+3% +$21.8K 0.05% 184
2022
Q2
$720K Sell
6,327
-232
-4% -$26.4K 0.05% 208
2022
Q1
$895K Buy
6,559
+255
+4% +$34.8K 0.05% 203
2021
Q4
$860K Buy
6,304
+266
+4% +$36.3K 0.05% 205
2021
Q3
$679K Buy
6,038
+40
+0.7% +$4.5K 0.05% 172
2021
Q2
$644K Buy
5,998
+441
+8% +$47.4K 0.05% 179
2021
Q1
$545K Buy
5,557
+566
+11% +$55.5K 0.05% 196
2020
Q4
$465K Buy
4,991
+688
+16% +$64.1K 0.04% 195
2020
Q3
$343K Buy
4,303
+75
+2% +$5.98K 0.04% 202
2020
Q2
$320K Buy
4,228
+550
+15% +$41.6K 0.04% 184
2020
Q1
$231K Buy
3,678
+91
+3% +$5.72K 0.04% 178
2019
Q4
$305K Buy
+3,587
New +$305K 0.04% 174