Beacon Financial Advisory’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947K | Buy |
6,508
+23
| +0.4% | +$3.35K | 0.24% | 111 |
|
|
2025
Q1 | $1M | Buy |
6,485
+30
| +0.5% | +$4.63K | 0.3% | 94 |
|
|
2024
Q4 | $905K | Buy |
6,455
+418
| +7% | +$58.6K | 0.29% | 94 |
|
|
2024
Q3 | $810K | Sell |
6,037
-96
| -2% | -$12.9K | 0.28% | 101 |
|
|
2024
Q2 | $727K | Buy |
6,133
+611
| +11% | +$72.4K | 0.27% | 110 |
|
|
2024
Q1 | $678K | Buy |
+5,522
| New | +$678K | 0.33% | 95 |
|
|
2021
Q4 | – | Sell |
-6,623
| Closed | -$745K | – | 252 |
|
|
2021
Q3 | $745K | Buy |
6,623
+1
| +0% | +$112 | 0.39% | 79 |
|
|
2021
Q2 | $711K | Sell |
6,622
-498
| -7% | -$53.5K | 0.38% | 86 |
|
|
2021
Q1 | $698K | Buy |
7,120
+1,901
| +36% | +$186K | 0.4% | 89 |
|
|
2020
Q4 | $486K | Sell |
5,219
-166
| -3% | -$15.5K | 0.32% | 100 |
|
|
2020
Q3 | $429K | Buy |
+5,385
| New | +$429K | 0.37% | 92 |
|