Beaumont Financial 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 | $352K | Buy |
2,417
+16
| +0.7% | +$2.33K | 0.03% | 272 |
|
|
2025
Q1 | $370K | Sell |
2,401
-65
| -3% | -$10K | 0.03% | 263 |
|
|
2024
Q4 | $346K | Sell |
2,466
-218
| -8% | -$30.6K | 0.03% | 270 |
|
|
2024
Q3 | $360K | Buy |
2,684
+301
| +13% | +$40.4K | 0.03% | 252 |
|
|
2024
Q2 | $283K | Buy |
2,383
+44
| +2% | +$5.22K | 0.02% | 285 |
|
|
2024
Q1 | $287K | Sell |
2,339
-12
| -0.5% | -$1.47K | 0.02% | 286 |
|
|
2023
Q4 | $280K | Hold |
2,351
| – | – | 0.03% | 276 |
|
|
2023
Q3 | $271K | Buy |
2,351
+204
| +10% | +$23.5K | 0.03% | 264 |
|
|
2023
Q2 | $240K | Buy |
2,147
+22
| +1% | +$2.46K | 0.02% | 302 |
|
|
2023
Q1 | $244K | Hold |
2,125
| – | – | 0.02% | 277 |
|
|
2022
Q4 | $246K | Sell |
2,125
-4,158
| -66% | -$480K | 0.02% | 282 |
|
|
2022
Q3 | $705K | Sell |
6,283
-147
| -2% | -$16.5K | 0.07% | 143 |
|
|
2022
Q2 | $732K | Sell |
6,430
-253
| -4% | -$28.8K | 0.07% | 149 |
|
|
2022
Q1 | $912K | Buy |
6,683
+878
| +15% | +$120K | 0.07% | 161 |
|
|
2021
Q4 | $792K | Sell |
5,805
-32
| -0.5% | -$4.37K | 0.06% | 164 |
|
|
2021
Q3 | $656K | Hold |
5,837
| – | – | 0.05% | 182 |
|
|
2021
Q2 | $626K | Buy |
5,837
+1
| +0% | +$107 | 0.05% | 182 |
|
|
2021
Q1 | $572K | Sell |
5,836
-31
| -0.5% | -$3.04K | 0.05% | 181 |
|
|
2020
Q4 | $547K | Buy |
5,867
+10
| +0.2% | +$932 | 0.05% | 188 |
|
|
2020
Q3 | $467K | Sell |
5,857
-144
| -2% | -$11.5K | 0.04% | 201 |
|
|
2020
Q2 | $455K | Buy |
+6,001
| New | +$455K | 0.05% | 194 |
|
|
2018
Q1 | – | Sell |
-5,248
| Closed | -$357K | – | 222 |
|
|
2017
Q4 | $357K | Buy |
5,248
+3
| +0.1% | +$204 | 0.04% | 139 |
|
|
2017
Q3 | $314K | Sell |
5,245
-190
| -3% | -$11.4K | 0.04% | 142 |
|
|
2017
Q2 | $309K | Sell |
5,435
-1,099
| -17% | -$62.5K | 0.04% | 147 |
|
|
2017
Q1 | $385K | Buy |
+6,534
| New | +$385K | 0.05% | 135 |
|