Avior Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-679
| Closed | -$95.2K | – | 1851 |
|
|
2024
Q4 | $95.2K | Buy |
679
+3
| +0.4% | +$421 | ﹤0.01% | 917 |
|
|
2024
Q3 | $90.7K | Sell |
676
-2
| -0.3% | -$268 | ﹤0.01% | 914 |
|
|
2024
Q2 | $80.4K | Sell |
678
-732
| -52% | -$86.8K | ﹤0.01% | 932 |
|
|
2024
Q1 | $173K | Buy |
1,410
+802
| +132% | +$98.5K | 0.01% | 755 |
|
|
2023
Q4 | $72.4K | Sell |
608
-7
| -1% | -$834 | ﹤0.01% | 670 |
|
|
2023
Q3 | $70.9K | Hold |
615
| – | – | ﹤0.01% | 695 |
|
|
2023
Q2 | $68.8K | Sell |
615
-43
| -7% | -$4.81K | ﹤0.01% | 698 |
|
|
2023
Q1 | $75.4K | Buy |
658
+43
| +7% | +$4.93K | 0.01% | 687 |
|
|
2022
Q4 | $71.1K | Hold |
615
| – | – | 0.01% | 571 |
|
|
2022
Q3 | $69K | Buy |
615
+300
| +95% | +$33.7K | 0.01% | 562 |
|
|
2022
Q2 | $35K | Hold |
315
| – | – | ﹤0.01% | 623 |
|
|
2022
Q1 | $42K | Hold |
315
| – | – | ﹤0.01% | 622 |
|
|
2021
Q4 | $42K | Hold |
315
| – | – | ﹤0.01% | 610 |
|
|
2021
Q3 | $35K | Buy |
315
+3
| +1% | +$333 | ﹤0.01% | 597 |
|
|
2021
Q2 | $33K | Hold |
312
| – | – | ﹤0.01% | 580 |
|
|
2021
Q1 | $30K | Hold |
312
| – | – | ﹤0.01% | 579 |
|
|
2020
Q4 | $29K | Hold |
312
| – | – | ﹤0.01% | 561 |
|
|
2020
Q3 | $24K | Hold |
312
| – | – | ﹤0.01% | 576 |
|
|
2020
Q2 | $23K | Hold |
312
| – | – | ﹤0.01% | 557 |
|
|
2020
Q1 | $19K | Hold |
312
| – | – | ﹤0.01% | 518 |
|
|
2019
Q4 | $26K | Sell |
312
-335
| -52% | -$27.9K | ﹤0.01% | 510 |
|
|
2019
Q3 | $53K | Buy |
647
+335
| +107% | +$27.4K | 0.01% | 453 |
|
|
2019
Q2 | $26K | Buy |
312
+12
| +4% | +$1K | ﹤0.01% | 498 |
|
|
2019
Q1 | $24K | Hold |
300
| – | – | 0.01% | 473 |
|
|
2018
Q4 | $19K | Sell |
300
-104
| -26% | -$6.59K | ﹤0.01% | 528 |
|
|
2018
Q3 | $30K | Hold |
404
| – | – | 0.01% | 518 |
|
|
2018
Q2 | $28K | Hold |
404
| – | – | 0.01% | 518 |
|
|
2018
Q1 | $25K | Sell |
404
-110
| -21% | -$6.81K | 0.01% | 529 |
|
|
2017
Q4 | $35K | Buy |
514
+104
| +25% | +$7.08K | 0.01% | 504 |
|
|
2017
Q3 | $25K | Buy |
410
+110
| +37% | +$6.71K | 0.01% | 264 |
|
|
2017
Q2 | $17K | Hold |
300
| – | – | 0.01% | 269 |
|
|
2017
Q1 | $18K | Sell |
300
-70
| -19% | -$4.2K | 0.01% | 302 |
|
|
2016
Q4 | $23K | Buy |
370
+70
| +23% | +$4.35K | 0.01% | 277 |
|
|
2016
Q3 | $17K | Hold |
300
| – | – | 0.01% | 310 |
|
|
2016
Q2 | $18K | Sell |
300
-283
| -49% | -$17K | 0.01% | 291 |
|
|
2016
Q1 | $31K | Buy |
583
+72
| +14% | +$3.83K | 0.01% | 243 |
|
|
2015
Q4 | $27K | Buy |
511
+211
| +70% | +$11.1K | 0.01% | 227 |
|
|
2015
Q3 | $14K | Hold |
300
| – | – | 0.01% | 265 |
|
|
2015
Q2 | $14K | Hold |
300
| – | – | 0.01% | 245 |
|
|
2015
Q1 | $15K | Hold |
300
| – | – | 0.01% | 226 |
|
|
2014
Q4 | $14K | Hold |
300
| – | – | 0.01% | 211 |
|
|
2014
Q3 | $13K | Hold |
300
| – | – | 0.01% | 220 |
|
|
2014
Q2 | $12K | Hold |
300
| – | – | 0.01% | 226 |
|
|
2014
Q1 | $13K | Buy |
+300
| New | +$13K | 0.01% | 214 |
|