Beacon Financial Strategies’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
$375K Hold
2025
Q2
$430K Hold
2025
Q1
$456K Hold
2024
Q4
$415K Hold
2024
Q3
$397K Hold
2024
Q2
$351K Hold
2024
Q1
$363K Hold
2023
Q4
$352K Hold
2023
Q3
$341K Hold
2023
Q2
$331K Buy
2023
Q1
$335K Hold
2022
Q4
$338K Hold
2022
Q3
$328K Hold
2022
Q2
$333K Hold
2022
Q1
$399K Sell
2021
Q4
$402K Buy
2021
Q3
$328K Hold
2021
Q2
$313K Buy