BlackDiamond Wealth 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
$233K Sell
1,582
-3
-0.2% -$442 0.13% 149
2025
Q1
$240K Sell
1,585
-404
-20% -$61.3K 0.16% 125
2024
Q4
$279K Buy
1,989
+2
+0.1% +$280 0.16% 120
2024
Q3
$294K Sell
1,987
-651
-25% -$96.4K 0.18% 123
2024
Q2
$328K Buy
2,638
+99
+4% +$12.3K 0.22% 100
2024
Q1
$312K Buy
2,539
+10
+0.4% +$1.23K 0.22% 102
2023
Q4
$303K Sell
2,529
-346
-12% -$41.5K 0.22% 98
2023
Q3
$318K Buy
2,875
+4
+0.1% +$442 0.29% 84
2023
Q2
$359K Buy
2,871
+192
+7% +$24K 0.3% 77
2023
Q1
$289K Buy
2,679
+600
+29% +$64.8K 0.3% 79
2022
Q4
$244K Sell
2,079
-180
-8% -$21.1K 0.28% 92
2022
Q3
$263K Sell
2,259
-20
-0.9% -$2.33K 0.32% 79
2022
Q2
$274K Buy
2,279
+69
+3% +$8.3K 0.34% 86
2022
Q1
$302K Buy
2,210
+6
+0.3% +$820 0.36% 80
2021
Q4
$301K Buy
+2,204
New +$301K 0.35% 90