BSW Wealth Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
2,195
+32
| +1% | +$4.66K | 0.04% | 232 |
|
|
2025
Q1 | $334K | Buy |
2,163
+207
| +11% | +$31.9K | 0.05% | 217 |
|
|
2024
Q4 | $274K | Buy |
1,956
+445
| +29% | +$62.4K | 0.04% | 242 |
|
|
2024
Q3 | $203K | Buy |
+1,511
| New | +$203K | 0.03% | 285 |
|
|
2022
Q4 | – | Sell |
-2,072
| Closed | -$232K | – | 325 |
|
|
2022
Q3 | $232K | Sell |
2,072
-292
| -12% | -$32.7K | 0.06% | 234 |
|
|
2022
Q2 | $269K | Buy |
2,364
+387
| +20% | +$44K | 0.06% | 207 |
|
|
2022
Q1 | $270K | Buy |
+1,977
| New | +$270K | 0.07% | 220 |
|
|
2021
Q2 | – | Sell |
-2,087
| Closed | -$204K | – | 252 |
|
|
2021
Q1 | $204K | Buy |
+2,087
| New | +$204K | 0.06% | 208 |
|