Beverly Hills Private Wealth’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
14,576
-754
| -5% | -$110K | 0.4% | 68 |
|
|
2025
Q1 | $2.37M | Sell |
15,330
-131
| -0.8% | -$20.2K | 0.47% | 60 |
|
|
2024
Q4 | $2.17M | Sell |
15,461
-645
| -4% | -$90.4K | 0.44% | 65 |
|
|
2024
Q3 | $2.16M | Sell |
16,106
-3,043
| -16% | -$408K | 0.44% | 65 |
|
|
2024
Q2 | $2.27M | Sell |
19,149
-407
| -2% | -$48.3K | 0.49% | 51 |
|
|
2024
Q1 | $2.4M | Sell |
19,556
-1,353
| -6% | -$166K | 0.55% | 51 |
|
|
2023
Q4 | $2.49M | Sell |
20,909
-527
| -2% | -$62.8K | 0.65% | 40 |
|
|
2023
Q3 | $2.47M | Sell |
21,436
-22,095
| -51% | -$2.55M | 0.74% | 35 |
|
|
2023
Q2 | $5.35M | Buy |
43,531
+24,137
| +124% | +$2.97M | 0.88% | 25 |
|
|
2023
Q1 | $2.22M | Buy |
19,394
+2,762
| +17% | +$316K | 0.69% | 42 |
|
|
2022
Q4 | $1.92M | Buy |
+16,632
| New | +$1.92M | 0.84% | 35 |
|