Beacon Financial Advisory’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $822K | Sell |
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|
2025
Q2 | $947K | Buy |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $905K | Buy |
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|
2024
Q3 | $810K | Sell |
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|
2024
Q2 | $727K | Buy |
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|
2024
Q1 | $678K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $745K | Buy |
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|
2021
Q2 | $711K | Sell |
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|
2021
Q1 | $698K | Buy |
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|
2020
Q4 | $486K | Sell |
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|
2020
Q3 | $429K | Buy |
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