Buckingham Strategic Wealth’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $690K | Sell |
5,820
-248
| -4% | -$30.3K | 0.01% | 403 |
|
|
2024
Q1 | $745K | Buy |
6,068
+960
| +19% | +$117K | 0.01% | 386 |
|
|
2023
Q4 | $608K | Sell |
5,108
-154
| -3% | -$18.2K | 0.01% | 408 |
|
|
2023
Q3 | $607K | Buy |
5,262
+31
| +0.6% | +$3.74K | 0.01% | 383 |
|
|
2023
Q2 | $585K | Buy |
5,231
+68
| +1% | +$7.44K | 0.01% | 391 |
|
|
2023
Q1 | $597K | Hold |
5,163
| – | – | 0.01% | 346 |
|
|
2022
Q4 | $597K | Sell |
5,163
-346
| -6% | -$40.5K | 0.01% | 348 |
|
|
2022
Q3 | $618K | Sell |
5,509
-2
| -0% | -$248 | 0.01% | 324 |
|
|
2022
Q2 | $627K | Buy |
5,511
+462
| +9% | +$58K | 0.01% | 324 |
|
|
2022
Q1 | $689K | Buy |
5,049
+153
| +3% | +$18.8K | 0.01% | 310 |
|
|
2021
Q4 | $668K | Sell |
4,896
-145
| -3% | -$17.9K | 0.01% | 313 |
|
|
2021
Q3 | $567K | Buy |
5,041
+120
| +2% | +$13.5K | 0.01% | 333 |
|
|
2021
Q2 | $528K | Sell |
4,921
-3
| -0.1% | -$302 | 0.01% | 340 |
|
|
2021
Q1 | $483K | Buy |
4,924
+141
| +3% | +$13K | 0.02% | 338 |
|
|
2020
Q4 | $446K | Sell |
4,783
-1,042
| -18% | -$92.5K | 0.02% | 339 |
|
|
2020
Q3 | $465K | Sell |
5,825
-757
| -12% | -$56.8K | 0.04% | 273 |
|
|
2020
Q2 | $499K | Sell |
6,582
-143
| -2% | -$9.91K | 0.05% | 218 |
|
|
2020
Q1 | $423K | Sell |
6,725
-1,328
| -16% | -$106K | 0.04% | 275 |
|
|
2019
Q4 | $685K | Sell |
8,053
-204
| -2% | -$17.2K | 0.07% | 205 |
|
|
2019
Q3 | $683K | Hold |
8,257
| – | – | 0.07% | 187 |
|
|
2019
Q2 | $679K | Buy |
8,257
+853
| +12% | +$71.9K | 0.07% | 200 |
|
|
2019
Q1 | $594K | Buy |
7,404
+38
| +0.5% | +$2.8K | 0.07% | 193 |
|
|
2018
Q4 | $480K | Buy |
7,366
+1,760
| +31% | +$119K | 0.07% | 189 |
|
|
2018
Q3 | $413K | Sell |
5,606
-1,996
| -26% | -$143K | 0.06% | 218 |
|
|
2018
Q2 | $520K | Buy |
7,602
+2,663
| +54% | +$172K | 0.08% | 172 |
|
|
2018
Q1 | $304K | Buy |
4,939
+566
| +13% | +$37.4K | 0.06% | 242 |
|
|
2017
Q4 | $298K | Buy |
+4,373
| New | +$287K | 0.06% | 239 |
|
|
2017
Q2 | – | Sell |
-3,967
| Closed | -$234K | – | 307 |
|
|
2017
Q1 | $234K | Buy |
3,967
+374
| +10% | +$22.7K | 0.07% | 219 |
|
|
2016
Q4 | $219K | Buy |
+3,593
| New | +$207K | 0.07% | 209 |
|
|
2016
Q3 | – | Sell |
-3,448
| Closed | -$205K | – | 241 |
|
|
2016
Q2 | $205K | Sell |
3,448
-293
| -8% | -$15.7K | 0.07% | 221 |
|
|
2016
Q1 | $202K | Buy |
+3,741
| New | +$188K | 0.07% | 215 |
|
Other funds holding PAYX
Buckingham Strategic Wealth's PAYX Position: Q2 2024 in Review
Buckingham Strategic Wealth reduced its Paychex (PAYX) stake by 4.1% in Q2 2024, selling an estimated $30.3K and leaving 5,820 shares worth $690K. The position accounts for 0.01% of the portfolio, ranked #403.
Buckingham Strategic Wealth first reported a position in PAYX in Q1 2016 and has held it in 31 quarters since. The position peaked at $745K in Q1 2024. 1,514 funds tracked by Wall St. Rank hold PAYX as of Q2 2024.
- Buckingham Strategic Wealth held 5,820 shares of Paychex worth $690K as of Q2 2024.
- Buckingham Strategic Wealth sold 248 Paychex shares in Q2 2024, an estimated $30.3K.
- Paychex made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #403 holding.
- Buckingham Strategic Wealth first reported a position in Paychex in Q1 2016 and has held it in 31 quarters since.
- Buckingham Strategic Wealth's Paychex position peaked at $745K in Q1 2024.
- 1,514 funds tracked by Wall St. Rank held Paychex as of Q2 2024.
Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.