Brady Family 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 | – | Sell |
-1,360
| Closed | -$210K | – | 115 |
|
2025
Q1 | $210K | Sell |
1,360
-514
| -27% | -$79.3K | 0.07% | 111 |
|
2024
Q4 | $263K | Sell |
1,874
-8
| -0.4% | -$1.12K | 0.08% | 103 |
|
2024
Q3 | $253K | Sell |
1,882
-14
| -0.7% | -$1.88K | 0.08% | 109 |
|
2024
Q2 | $225K | Sell |
1,896
-172
| -8% | -$20.4K | 0.07% | 110 |
|
2024
Q1 | $254K | Sell |
2,068
-12
| -0.6% | -$1.47K | 0.08% | 107 |
|
2023
Q4 | $248K | Sell |
2,080
-381
| -15% | -$45.4K | 0.08% | 107 |
|
2023
Q3 | $284K | Sell |
2,461
-43
| -2% | -$4.96K | 0.11% | 99 |
|
2023
Q2 | $280K | Hold |
2,504
| – | – | 0.1% | 105 |
|
2023
Q1 | $287K | Sell |
2,504
-80
| -3% | -$9.17K | 0.11% | 104 |
|
2022
Q4 | $299K | Buy |
+2,584
| New | +$299K | 0.12% | 102 |
|