Belpointe Asset Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
2,482
-62
| -2% | -$9.02K | 0.02% | 694 |
|
|
2025
Q1 | $393K | Sell |
2,544
-30
| -1% | -$4.63K | 0.02% | 630 |
|
|
2024
Q4 | $338K | Buy |
2,574
+2
| +0.1% | +$262 | 0.02% | 617 |
|
|
2024
Q3 | $345K | Buy |
2,572
+16
| +0.6% | +$2.15K | 0.02% | 618 |
|
|
2024
Q2 | $303K | Sell |
2,556
-141
| -5% | -$16.7K | 0.02% | 579 |
|
|
2024
Q1 | $331K | Sell |
2,697
-62
| -2% | -$7.61K | 0.02% | 553 |
|
|
2023
Q4 | $329K | Sell |
2,759
-828
| -23% | -$98.7K | 0.03% | 497 |
|
|
2023
Q3 | $414K | Sell |
3,587
-61
| -2% | -$7.04K | 0.04% | 382 |
|
|
2023
Q2 | $408K | Sell |
3,648
-895
| -20% | -$100K | 0.04% | 353 |
|
|
2023
Q1 | $521K | Sell |
4,543
-260
| -5% | -$29.8K | 0.03% | 546 |
|
|
2022
Q4 | $555K | Buy |
4,803
+158
| +3% | +$18.3K | 0.03% | 491 |
|
|
2022
Q3 | $521K | Buy |
4,645
+487
| +12% | +$54.6K | 0.04% | 491 |
|
|
2022
Q2 | $473K | Sell |
4,158
-681
| -14% | -$77.5K | 0.03% | 509 |
|
|
2022
Q1 | $661K | Buy |
4,839
+681
| +16% | +$93K | 0.04% | 442 |
|
|
2021
Q4 | $568K | Sell |
4,158
-190
| -4% | -$26K | 0.04% | 478 |
|
|
2021
Q3 | $489K | Buy |
4,348
+1,623
| +60% | +$183K | 0.03% | 514 |
|
|
2021
Q2 | $292K | Buy |
2,725
+582
| +27% | +$62.4K | 0.02% | 679 |
|
|
2021
Q1 | $210K | Buy |
2,143
+5
| +0.2% | +$490 | 0.02% | 734 |
|
|
2020
Q4 | $200K | Buy |
2,138
+300
| +16% | +$28.1K | 0.02% | 692 |
|
|
2020
Q3 | $147K | Buy |
1,838
+170
| +10% | +$13.6K | 0.02% | 650 |
|
|
2020
Q2 | $127K | Buy |
+1,668
| New | +$127K | 0.02% | 654 |
|
|
2020
Q1 | – | Sell |
-1,673
| Closed | -$142K | – | 732 |
|
|
2019
Q4 | $142K | Buy |
1,673
+434
| +35% | +$36.8K | 0.02% | 652 |
|
|
2019
Q3 | $103K | Sell |
1,239
-866
| -41% | -$72K | 0.02% | 660 |
|
|
2019
Q2 | $173K | Sell |
2,105
-427
| -17% | -$35.1K | 0.03% | 451 |
|
|
2019
Q1 | $203K | Buy |
+2,532
| New | +$203K | 0.04% | 304 |
|
|
2018
Q4 | – | Sell |
-2,648
| Closed | -$195K | – | 597 |
|
|
2018
Q3 | $195K | Buy |
+2,648
| New | +$195K | 0.03% | 457 |
|