Caldwell Trust’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.97M | Sell |
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|
2025
Q2 | $3.47M | Buy |
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|
2025
Q1 | $3.66M | Sell |
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|
2024
Q4 | $3.43M | Sell |
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|
2024
Q3 | $3.36M | Sell |
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|
2024
Q2 | $3.11M | Buy |
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|
2024
Q1 | $3M | Sell |
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|
2023
Q4 | $3.01M | Sell |
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|
2023
Q3 | $3.01M | Sell |
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|
2023
Q2 | $3.02M | Sell |
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|
2023
Q1 | $3.18M | Sell |
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|
2022
Q4 | $3.25M | Sell |
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|
2022
Q3 | $3.19M | Sell |
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|
2022
Q2 | $3.26M | Buy |
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|
2022
Q1 | $3.9M | Buy |
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|
2021
Q4 | $3.84M | Buy |
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|
2021
Q3 | $3.09M | Buy |
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|
2021
Q2 | $2.88M | Buy |
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|
2021
Q1 | $2.6M | Buy |
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|
2020
Q4 | $2.23M | Buy |
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|
2020
Q3 | $1.9M | Sell |
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|
2020
Q2 | $1.99M | Sell |
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|
2020
Q1 | $1.71M | Buy |
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|
2019
Q4 | $2.26M | Buy |
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