Beacon Pointe Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
7,540
+2,066
| +38% | +$301K | 0.01% | 643 |
|
|
2025
Q1 | $845K | Sell |
5,474
-744
| -12% | -$115K | 0.01% | 677 |
|
|
2024
Q4 | $872K | Sell |
6,218
-148
| -2% | -$20.8K | 0.01% | 667 |
|
|
2024
Q3 | $854K | Sell |
6,366
-10,625
| -63% | -$1.43M | 0.01% | 672 |
|
|
2024
Q2 | $2.01M | Sell |
16,991
-930
| -5% | -$110K | 0.02% | 474 |
|
|
2024
Q1 | $2.2M | Sell |
17,921
-3,929
| -18% | -$482K | 0.02% | 473 |
|
|
2023
Q4 | $2.6M | Sell |
21,850
-3,715
| -15% | -$442K | 0.03% | 419 |
|
|
2023
Q3 | $2.95M | Buy |
25,565
+453
| +2% | +$52.2K | 0.04% | 376 |
|
|
2023
Q2 | $2.81M | Sell |
25,112
-698
| -3% | -$78.1K | 0.05% | 314 |
|
|
2023
Q1 | $2.96M | Buy |
25,810
+5,845
| +29% | +$670K | 0.05% | 308 |
|
|
2022
Q4 | $2.31M | Buy |
19,965
+6,302
| +46% | +$728K | 0.04% | 333 |
|
|
2022
Q3 | $1.53M | Buy |
13,663
+4,294
| +46% | +$481K | 0.03% | 371 |
|
|
2022
Q2 | $1.07M | Sell |
9,369
-1,773
| -16% | -$202K | 0.02% | 454 |
|
|
2022
Q1 | $1.52M | Buy |
11,142
+6,986
| +168% | +$954K | 0.02% | 511 |
|
|
2021
Q4 | $567K | Sell |
4,156
-675
| -14% | -$92.1K | 0.01% | 531 |
|
|
2021
Q3 | $543K | Buy |
4,831
+245
| +5% | +$27.5K | 0.01% | 526 |
|
|
2021
Q2 | $492K | Buy |
4,586
+1,971
| +75% | +$211K | 0.02% | 482 |
|
|
2021
Q1 | $256K | Buy |
+2,615
| New | +$256K | 0.02% | 427 |
|