Cape Investment Advisory’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3K | Buy |
119
+1
| +0.8% | +$145 | 0.01% | 542 |
|
|
2025
Q1 | $18.2K | Hold |
118
| – | – | 0.01% | 496 |
|
|
2024
Q4 | $16.5K | Buy |
118
+8
| +7% | +$1.12K | 0.01% | 503 |
|
|
2024
Q3 | $14.8K | Sell |
110
-196
| -64% | -$26.3K | 0.01% | 503 |
|
|
2024
Q2 | $36.3K | Hold |
306
| – | – | 0.02% | 340 |
|
|
2024
Q1 | $37.6K | Sell |
306
-100
| -25% | -$12.3K | 0.02% | 347 |
|
|
2023
Q4 | $48.4K | Buy |
406
+49
| +14% | +$5.84K | 0.02% | 355 |
|
|
2023
Q3 | $41.2K | Hold |
357
| – | – | 0.02% | 321 |
|
|
2023
Q2 | $39.9K | Buy |
357
+1
| +0.3% | +$112 | 0.02% | 322 |
|
|
2023
Q1 | $40.8K | Buy |
+356
| New | +$40.8K | 0.02% | 299 |
|