Bogart Wealth LLC’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.1K | Buy |
379
+93
| +33% | +$13.5K | ﹤0.01% | 430 |
|
|
2025
Q1 | $44.1K | Buy |
286
+10
| +4% | +$1.54K | ﹤0.01% | 441 |
|
|
2024
Q4 | $38.7K | Hold |
276
| – | – | ﹤0.01% | 453 |
|
|
2024
Q3 | $37K | Buy |
276
+14
| +5% | +$1.88K | ﹤0.01% | 465 |
|
|
2024
Q2 | $31.1K | Sell |
262
-17
| -6% | -$2.02K | ﹤0.01% | 472 |
|
|
2024
Q1 | $34.3K | Buy |
279
+17
| +6% | +$2.09K | ﹤0.01% | 437 |
|
|
2023
Q4 | $31.2K | Hold |
262
| – | – | ﹤0.01% | 437 |
|
|
2023
Q3 | $30.2K | Hold |
262
| – | – | ﹤0.01% | 417 |
|
|
2023
Q2 | $29.3K | Hold |
262
| – | – | ﹤0.01% | 400 |
|
|
2023
Q1 | $30K | Hold |
262
| – | – | ﹤0.01% | 397 |
|
|
2022
Q4 | $30.3K | Hold |
262
| – | – | ﹤0.01% | 373 |
|
|
2022
Q3 | $29K | Sell |
262
-13
| -5% | -$1.44K | ﹤0.01% | 380 |
|
|
2022
Q2 | $31K | Buy |
275
+48
| +21% | +$5.41K | ﹤0.01% | 360 |
|
|
2022
Q1 | $31K | Hold |
227
| – | – | ﹤0.01% | 326 |
|
|
2021
Q4 | $31K | Hold |
227
| – | – | ﹤0.01% | 317 |
|
|
2021
Q3 | $26K | Hold |
227
| – | – | ﹤0.01% | 326 |
|
|
2021
Q2 | $24K | Hold |
227
| – | – | ﹤0.01% | 322 |
|
|
2021
Q1 | $22K | Buy |
+227
| New | +$22K | ﹤0.01% | 313 |
|
|
2017
Q1 | – | Sell |
-5,563
| Closed | -$339K | – | 69 |
|
|
2016
Q4 | $339K | Buy |
+5,563
| New | +$339K | 0.23% | 53 |
|