Claro Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Sell |
3,152
-5,087
| -62% | -$740K | 0.08% | 216 |
|
|
2025
Q1 | $1.27M | Sell |
8,239
-482
| -6% | -$74.4K | 0.17% | 114 |
|
|
2024
Q4 | $1.22M | Sell |
8,721
-1,241
| -12% | -$174K | 0.17% | 113 |
|
|
2024
Q3 | $1.34M | Buy |
9,962
+55
| +0.6% | +$7.38K | 0.17% | 116 |
|
|
2024
Q2 | $1.17M | Sell |
9,907
-148
| -1% | -$17.5K | 0.18% | 108 |
|
|
2024
Q1 | $1.23M | Buy |
10,055
+270
| +3% | +$33.2K | 0.21% | 100 |
|
|
2023
Q4 | $1.17M | Buy |
9,785
+246
| +3% | +$29.3K | 0.25% | 84 |
|
|
2023
Q3 | $1.1M | Buy |
9,539
+663
| +7% | +$76.5K | 0.28% | 85 |
|
|
2023
Q2 | $993K | Buy |
8,876
+1,154
| +15% | +$129K | 0.25% | 98 |
|
|
2023
Q1 | $885K | Buy |
7,722
+457
| +6% | +$52.4K | 0.26% | 93 |
|
|
2022
Q4 | $840K | Buy |
7,265
+1,110
| +18% | +$128K | 0.27% | 92 |
|
|
2022
Q3 | $701K | Hold |
6,155
| – | – | 0.28% | 86 |
|
|
2022
Q2 | $701K | Buy |
6,155
+1,224
| +25% | +$139K | 0.28% | 86 |
|
|
2022
Q1 | $673K | Hold |
4,931
| – | – | 0.24% | 109 |
|
|
2021
Q4 | $673K | Buy |
4,931
+51
| +1% | +$6.96K | 0.24% | 109 |
|
|
2021
Q3 | $549K | Buy |
4,880
+250
| +5% | +$28.1K | 0.23% | 127 |
|
|
2021
Q2 | $497K | Buy |
4,630
+80
| +2% | +$8.59K | 0.22% | 127 |
|
|
2021
Q1 | $446K | Buy |
4,550
+41
| +0.9% | +$4.02K | 0.23% | 128 |
|
|
2020
Q4 | $420K | Sell |
4,509
-107
| -2% | -$9.97K | 0.22% | 127 |
|
|
2020
Q3 | $368K | Buy |
4,616
+423
| +10% | +$33.7K | 0.23% | 123 |
|
|
2020
Q2 | $318K | Buy |
4,193
+307
| +8% | +$23.3K | 0.22% | 129 |
|
|
2020
Q1 | $244K | Buy |
3,886
+202
| +5% | +$12.7K | 0.23% | 133 |
|
|
2019
Q4 | $313K | Buy |
3,684
+62
| +2% | +$5.27K | 0.24% | 115 |
|
|
2019
Q3 | $300K | Buy |
3,622
+188
| +5% | +$15.6K | 0.27% | 119 |
|
|
2019
Q2 | $283K | Buy |
3,434
+46
| +1% | +$3.79K | 0.26% | 119 |
|
|
2019
Q1 | $272K | Buy |
3,388
+70
| +2% | +$5.62K | 0.27% | 118 |
|
|
2018
Q4 | $244K | Buy |
+3,318
| New | +$244K | 0.2% | 113 |
|