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Charter Oak Capital Management’s Paychex PAYX Stock Holding History

Charter Oak Capital Management’s Portfolio PAYX Stock Details PAYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,412
Closed -$205K – 206
2025
Q2 		$205K Sell
1,412
-8
-0.6% -$1.2K 0.02% 193
2025
Q1 		$219K Buy
+1,420
New +$209K 0.02% 185
2022
Q3 		– Sell
-1,167
Closed -$133K – 658
2022
Q2 		$133K Buy
1,167
+55
+5% +$6.91K 0.02% 213
2022
Q1 		$152K Hold
1,112
– – 0.02% 205
2021
Q4 		$152K Hold
1,112
– – 0.02% 203
2021
Q3 		$125K Hold
1,112
– – 0.02% 214
2021
Q2 		$119K Hold
1,112
– – 0.02% 221
2021
Q1 		$109K Hold
1,112
– – 0.02% 226
2020
Q4 		$104K Buy
+1,112
New +$98.7K 0.02% 220

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