Bogart Wealth LLC’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$48.8K Buy
2025
Q2
$55.1K Buy
2025
Q1
$44.1K Buy
2024
Q4
$38.7K Hold
2024
Q3
$37K Buy
2024
Q2
$31.1K Sell
2024
Q1
$34.3K Buy
2023
Q4
$31.2K Hold
2023
Q3
$30.2K Hold
2023
Q2
$29.3K Hold
2023
Q1
$30K Hold
2022
Q4
$30.3K Hold
2022
Q3
$29K Sell
2022
Q2
$31K Buy
2022
Q1
$31K Hold
2021
Q4
$31K Hold
2021
Q3
$26K Hold
2021
Q2
$24K Hold
2021
Q1
$22K Buy
2017
Q1
Sell
2016
Q4
$339K Buy