Carlton Hofferkamp & Jenks 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 | $1.71M | Sell |
11,686
-166
| -1% | -$24.2K | 0.62% | 36 |
|
|
2025
Q1 | $1.73M | Hold |
11,852
| – | – | 0.71% | 34 |
|
|
2024
Q4 | $1.79M | Hold |
11,852
| – | – | 0.66% | 35 |
|
|
2024
Q3 | $1.66M | Hold |
11,852
| – | – | 0.63% | 37 |
|
|
2024
Q2 | $1.52M | Hold |
11,852
| – | – | 0.59% | 42 |
|
|
2024
Q1 | $1.45M | Sell |
11,852
-800
| -6% | -$97.6K | 0.61% | 42 |
|
|
2023
Q4 | $1.54M | Sell |
12,652
-80
| -0.6% | -$9.75K | 0.64% | 37 |
|
|
2023
Q3 | $1.43M | Buy |
12,732
+300
| +2% | +$33.7K | 0.67% | 39 |
|
|
2023
Q2 | $1.53M | Hold |
12,432
| – | – | 0.67% | 34 |
|
|
2023
Q1 | $1.35M | Sell |
12,432
-200
| -2% | -$21.7K | 0.62% | 42 |
|
|
2022
Q4 | $1.43M | Hold |
12,632
| – | – | 0.63% | 40 |
|
|
2022
Q3 | $1.42M | Sell |
12,632
-500
| -4% | -$56.1K | 0.67% | 41 |
|
|
2022
Q2 | $1.53M | Buy |
13,132
+150
| +1% | +$17.5K | 0.7% | 39 |
|
|
2022
Q1 | $1.81M | Sell |
12,982
-50
| -0.4% | -$6.96K | 0.74% | 37 |
|
|
2021
Q4 | $1.55M | Hold |
13,032
| – | – | 0.65% | 43 |
|
|
2021
Q3 | $1.61M | Sell |
13,032
-100
| -0.8% | -$12.3K | 0.64% | 43 |
|
|
2021
Q2 | $1.47M | Sell |
13,132
-75
| -0.6% | -$8.39K | 0.63% | 44 |
|
|
2021
Q1 | $1.31M | Sell |
13,207
-400
| -3% | -$39.6K | 0.58% | 46 |
|
|
2020
Q4 | $1.2M | Sell |
13,607
-90
| -0.7% | -$7.95K | 0.59% | 43 |
|
|
2020
Q3 | $1.25M | Sell |
13,697
-65
| -0.5% | -$5.95K | 0.66% | 44 |
|
|
2020
Q2 | $1.01M | Sell |
13,762
-100
| -0.7% | -$7.35K | 0.58% | 50 |
|
|
2020
Q1 | $968K | Buy |
13,862
+300
| +2% | +$20.9K | 0.59% | 48 |
|
|
2019
Q4 | $1.19M | Sell |
13,562
-25
| -0.2% | -$2.19K | 0.67% | 42 |
|
|
2019
Q3 | $1.14M | Buy |
13,587
+50
| +0.4% | +$4.2K | 0.7% | 40 |
|
|
2019
Q2 | $1.15M | Sell |
13,537
-25
| -0.2% | -$2.13K | 0.7% | 40 |
|
|
2019
Q1 | $1.09M | Buy |
13,562
+130
| +1% | +$10.4K | 0.68% | 40 |
|
|
2018
Q4 | $875K | Buy |
13,432
+55
| +0.4% | +$3.58K | 0.63% | 44 |
|
|
2018
Q3 | $985K | Hold |
13,377
| – | – | 0.6% | 45 |
|
|
2018
Q2 | $923K | Hold |
13,377
| – | – | 0.59% | 46 |
|
|
2018
Q1 | $810K | Sell |
13,377
-200
| -1% | -$12.1K | 0.54% | 48 |
|
|
2017
Q4 | $924K | Sell |
13,577
-125
| -0.9% | -$8.51K | 0.58% | 49 |
|
|
2017
Q3 | $821K | Buy |
13,702
+1,000
| +8% | +$59.9K | 0.52% | 54 |
|
|
2017
Q2 | $723K | Sell |
12,702
-175
| -1% | -$9.96K | 0.49% | 57 |
|
|
2017
Q1 | $758K | Sell |
12,877
-1,085
| -8% | -$63.9K | 0.53% | 50 |
|
|
2016
Q4 | $850K | Buy |
13,962
+1,060
| +8% | +$64.5K | 0.62% | 45 |
|
|
2016
Q3 | $746K | Buy |
12,902
+1,000
| +8% | +$57.8K | 0.58% | 46 |
|
|
2016
Q2 | $708K | Buy |
11,902
+260
| +2% | +$15.5K | 0.56% | 47 |
|
|
2016
Q1 | $628K | Buy |
+11,642
| New | +$628K | 0.51% | 51 |
|