Capital Advisors Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
1,887
-6
| -0.3% | -$873 | 0.04% | 160 |
|
|
2025
Q1 | $292K | Buy |
1,893
+7
| +0.4% | +$1.08K | 0.05% | 145 |
|
|
2024
Q4 | $264K | Hold |
1,886
| – | – | 0.05% | 145 |
|
|
2024
Q3 | $253K | Buy |
1,886
+18
| +1% | +$2.42K | 0.05% | 144 |
|
|
2024
Q2 | $221K | Hold |
1,868
| – | – | 0.04% | 145 |
|
|
2024
Q1 | $229K | Sell |
1,868
-65
| -3% | -$7.98K | 0.05% | 136 |
|
|
2023
Q4 | $230K | Hold |
1,933
| – | – | 0.05% | 131 |
|
|
2023
Q3 | $223K | Hold |
1,933
| – | – | 0.06% | 122 |
|
|
2023
Q2 | $216K | Sell |
1,933
-33
| -2% | -$3.69K | 0.06% | 125 |
|
|
2023
Q1 | $225K | Hold |
1,966
| – | – | 0.06% | 117 |
|
|
2022
Q4 | $227K | Hold |
1,966
| – | – | 0.07% | 110 |
|
|
2022
Q3 | $221K | Hold |
1,966
| – | – | 0.07% | 106 |
|
|
2022
Q2 | $224K | Hold |
1,966
| – | – | 0.07% | 104 |
|
|
2022
Q1 | $268K | Hold |
1,966
| – | – | 0.08% | 100 |
|
|
2021
Q4 | $268K | Hold |
1,966
| – | – | 0.08% | 101 |
|
|
2021
Q3 | $221K | Hold |
1,966
| – | – | 0.08% | 95 |
|
|
2021
Q2 | $211K | Buy |
+1,966
| New | +$211K | 0.08% | 91 |
|