Charter Oak Capital 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 | $205K | Sell |
1,412
-8
| -0.6% | -$1.16K | 0.02% | 193 |
|
|
2025
Q1 | $219K | Buy |
+1,420
| New | +$219K | 0.02% | 185 |
|
|
2022
Q3 | – | Sell |
-1,167
| Closed | -$133K | – | 658 |
|
|
2022
Q2 | $133K | Buy |
1,167
+55
| +5% | +$6.27K | 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 | +$104K | 0.02% | 220 |
|