Badgley Phelps Wealth Managers’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
11,467
+53
| +0.5% | +$7.71K | 0.04% | 160 |
|
|
2025
Q1 | $1.76M | Sell |
11,414
-20
| -0.2% | -$3.09K | 0.04% | 155 |
|
|
2024
Q4 | $1.6M | Hold |
11,434
| – | – | 0.04% | 155 |
|
|
2024
Q3 | $1.53M | Sell |
11,434
-250
| -2% | -$33.5K | 0.04% | 155 |
|
|
2024
Q2 | $1.39M | Sell |
11,684
-35
| -0.3% | -$4.15K | 0.03% | 154 |
|
|
2024
Q1 | $1.44M | Buy |
11,719
+102
| +0.9% | +$12.5K | 0.04% | 150 |
|
|
2023
Q4 | $1.38M | Sell |
11,617
-56
| -0.5% | -$6.67K | 0.04% | 147 |
|
|
2023
Q3 | $1.35M | Buy |
11,673
+56
| +0.5% | +$6.46K | 0.05% | 140 |
|
|
2023
Q2 | $1.3M | Buy |
11,617
+9,775
| +531% | +$1.09M | 0.04% | 139 |
|
|
2023
Q1 | $211K | Hold |
1,842
| – | – | 0.01% | 199 |
|
|
2022
Q4 | $213K | Sell |
1,842
-31
| -2% | -$3.58K | 0.01% | 202 |
|
|
2022
Q3 | $210K | Buy |
+1,873
| New | +$210K | 0.01% | 187 |
|
|
2022
Q2 | – | Sell |
-1,767
| Closed | -$241K | – | 220 |
|
|
2022
Q1 | $241K | Buy |
1,767
+145
| +9% | +$19.8K | 0.01% | 195 |
|
|
2021
Q4 | $221K | Buy |
+1,622
| New | +$221K | 0.01% | 199 |
|