Caldwell Trust’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
23,827
+93
|
|
||||
|
2025
Q1 | $3.66M | Sell |
23,734
-748
|
|
||||
|
2024
Q4 | $3.43M | Sell |
24,482
-540
|
|
||||
|
2024
Q3 | $3.36M | Sell |
25,022
-1,206
|
|
||||
|
2024
Q2 | $3.11M | Buy |
26,228
+1,766
|
|
||||
|
2024
Q1 | $3M | Sell |
24,462
-827
|
|
||||
|
2023
Q4 | $3.01M | Sell |
25,289
-807
|
|
||||
|
2023
Q3 | $3.01M | Sell |
26,096
-908
|
|
||||
|
2023
Q2 | $3.02M | Sell |
27,004
-738
|
|
||||
|
2023
Q1 | $3.18M | Sell |
27,742
-413
|
|
||||
|
2022
Q4 | $3.25M | Sell |
28,155
-260
|
|
||||
|
2022
Q3 | $3.19M | Sell |
28,415
-243
|
|
||||
|
2022
Q2 | $3.26M | Buy |
28,658
+52
|
|
||||
|
2022
Q1 | $3.9M | Buy |
28,606
+453
|
|
||||
|
2021
Q4 | $3.84M | Buy |
28,153
+687
|
|
||||
|
2021
Q3 | $3.09M | Buy |
27,466
+590
|
|
||||
|
2021
Q2 | $2.88M | Buy |
26,876
+335
|
|
||||
|
2021
Q1 | $2.6M | Buy |
26,541
+2,612
|
|
||||
|
2020
Q4 | $2.23M | Buy |
23,929
+173
|
|
||||
|
2020
Q3 | $1.9M | Sell |
23,756
-2,467
|
|
||||
|
2020
Q2 | $1.99M | Sell |
26,223
-881
|
|
||||
|
2020
Q1 | $1.71M | Buy |
27,104
+560
|
|
||||
|
2019
Q4 | $2.26M | Buy |
+26,544
|
|