Brass Tax 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
$269K Sell
1,850
-47
-2% -$6.84K 0.05% 180
2025
Q1
$293K Sell
1,897
-7
-0.4% -$1.08K 0.06% 159
2024
Q4
$267K Sell
1,904
-220
-10% -$30.8K 0.06% 165
2024
Q3
$285K Buy
2,124
+134
+7% +$18K 0.06% 150
2024
Q2
$236K Buy
+1,990
New +$236K 0.1% 123