Beacon Investment Advisory Services’s Paychex PAYX Stock Holding History

Beacon Investment Advisory Services’s Portfolio PAYX Stock Details PAYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$980K	Sell	6,740 -20	-0.3%	-$2.91K	0.04%	132
2025 Q1	$1.04M	Sell	6,760 -120	-2%	-$18.5K	0.05%	129
2024 Q4	$965K	Sell	6,880 -770	-10%	-$108K	0.04%	134
2024 Q3	$1.03M	Hold	7,650	–	–	0.04%	138
2024 Q2	$907K	Sell	7,650 -450	-6%	-$53.4K	0.04%	140
2024 Q1	$995K	Sell	8,100 -877	-10%	-$108K	0.04%	140
2023 Q4	$1.07M	Sell	8,977 -158	-2%	-$18.8K	0.05%	139
2023 Q3	$1.05M	Sell	9,135 -1,167	-11%	-$135K	0.05%	147
2023 Q2	$1.15M	Sell	10,302 -4,271	-29%	-$478K	0.05%	150
2023 Q1	$1.67M	Hold	14,573	–	–	0.08%	129
2022 Q4	$1.68M	Sell	14,573 -1,831	-11%	-$212K	0.09%	129
2022 Q3	$1.84M	Sell	16,404 -3,350	-17%	-$376K	0.1%	123
2022 Q2	$2.25M	Sell	19,754 -3,634	-16%	-$414K	0.12%	122
2022 Q1	$3.19M	Sell	23,388 -214	-0.9%	-$29.2K	0.14%	112
2021 Q4	$3.22M	Sell	23,602 -2,071	-8%	-$283K	0.13%	117
2021 Q3	$2.89M	Sell	25,673 -151	-0.6%	-$17K	0.12%	120
2021 Q2	$2.77M	Buy	25,824 +16	+0.1%	+$1.72K	0.11%	123
2021 Q1	$2.53M	Sell	25,808 -500	-2%	-$49K	0.11%	127
2020 Q4	$2.45M	Hold	26,308	–	–	0.11%	127
2020 Q3	$2.1M	Buy	26,308 +920	+4%	+$73.4K	0.11%	123
2020 Q2	$1.92M	Sell	25,388 -2,195	-8%	-$166K	0.11%	124
2020 Q1	$1.74M	Sell	27,583 -1,109	-4%	-$69.8K	0.12%	118
2019 Q4	$2.44M	Buy	28,692 +26,106	+1,010%	+$2.22M	0.13%	122
2019 Q3	$214K	Buy	2,586 +42	+2%	+$3.48K	0.02%	224
2019 Q2	$209K	Sell	2,544 -2,572	-50%	-$211K	0.02%	221
2019 Q1	$410K	Buy	5,116 +7	+0.1%	+$561	0.04%	165
2018 Q4	$333K	Buy	5,109 +21	+0.4%	+$1.37K	0.04%	191
2018 Q3	$375K	Hold	5,088	–	–	0.04%	193
2018 Q2	$348K	Buy	5,088 +52	+1%	+$3.56K	0.04%	199
2018 Q1	$310K	Buy	5,036 +94	+2%	+$5.79K	0.03%	210
2017 Q4	$336K	Sell	4,942 -1,821	-27%	-$124K	0.04%	191
2017 Q3	$405K	Buy	+6,763	New	+$405K	0.03%	197