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
2025 Q2	$205K	Sell
2025 Q1	$219K	Buy
2022 Q3	–	Sell
2022 Q2	$133K	Buy
2022 Q1	$152K	Hold
2021 Q4	$152K	Hold
2021 Q3	$125K	Hold
2021 Q2	$119K	Hold
2021 Q1	$109K	Hold
2020 Q4	$104K	Buy