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 |
|