Bartlett & Co 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
Q2 | $88.7K | Sell |
610
-79
| -11% | -$11.5K | ﹤0.01% | 568 |
|
|
2025
Q1 | $106K | Buy |
689
+1
| +0.1% | +$154 | ﹤0.01% | 534 |
|
|
2024
Q4 | $96.5K | Hold |
688
| – | – | ﹤0.01% | 545 |
|
|
2024
Q3 | $92.3K | Hold |
688
| – | – | ﹤0.01% | 555 |
|
|
2024
Q2 | $81.6K | Buy |
688
+43
| +7% | +$5.1K | ﹤0.01% | 580 |
|
|
2024
Q1 | $79.2K | Hold |
645
| – | – | ﹤0.01% | 594 |
|
|
2023
Q4 | $77.1K | Hold |
645
| – | – | ﹤0.01% | 618 |
|
|
2023
Q3 | $74.4K | Hold |
645
| – | – | ﹤0.01% | 583 |
|
|
2023
Q2 | $72.2K | Buy |
645
+113
| +21% | +$12.6K | ﹤0.01% | 596 |
|
|
2023
Q1 | $61K | Hold |
532
| – | – | ﹤0.01% | 540 |
|
|
2022
Q4 | $61.5K | Hold |
532
| – | – | ﹤0.01% | 551 |
|
|
2022
Q3 | $59.7K | Sell |
532
-52
| -9% | -$5.84K | ﹤0.01% | 539 |
|
|
2022
Q2 | $66.5K | Buy |
584
+52
| +10% | +$5.92K | ﹤0.01% | 526 |
|
|
2022
Q1 | $72.6K | Buy |
+532
| New | +$72.6K | ﹤0.01% | 532 |
|
|
2021
Q4 | – | Sell |
-813
| Closed | -$91.4K | – | 736 |
|
|
2021
Q3 | $91.4K | Buy |
813
+618
| +317% | +$69.5K | ﹤0.01% | 423 |
|
|
2021
Q2 | $20.9K | Hold |
195
| – | – | ﹤0.01% | 620 |
|
|
2021
Q1 | $19.1K | Hold |
195
| – | – | ﹤0.01% | 670 |
|
|
2020
Q4 | $18.2K | Hold |
195
| – | – | ﹤0.01% | 677 |
|
|
2020
Q3 | $15.6K | Hold |
195
| – | – | ﹤0.01% | 643 |
|
|
2020
Q2 | $14.8K | Sell |
195
-15
| -7% | -$1.14K | ﹤0.01% | 643 |
|
|
2020
Q1 | $13.2K | Buy |
210
+15
| +8% | +$944 | ﹤0.01% | 626 |
|
|
2019
Q4 | $16.6K | Hold |
195
| – | – | ﹤0.01% | 676 |
|
|
2019
Q3 | $16.1K | Hold |
195
| – | – | ﹤0.01% | 685 |
|
|
2019
Q2 | $16K | Hold |
195
| – | – | ﹤0.01% | 553 |
|
|
2019
Q1 | $15.6K | Hold |
195
| – | – | ﹤0.01% | 543 |
|
|
2018
Q4 | $12.7K | Hold |
195
| – | – | ﹤0.01% | 557 |
|
|
2018
Q3 | $14.4K | Hold |
195
| – | – | ﹤0.01% | 578 |
|
|
2018
Q2 | $13.3K | Sell |
195
-77
| -28% | -$5.26K | ﹤0.01% | 575 |
|
|
2018
Q1 | $16.8K | Buy |
+272
| New | +$16.8K | ﹤0.01% | 554 |
|