Clearstead 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 | $2.23M | Buy |
15,306
+498
| +3% | +$72.4K | 0.03% | 298 |
|
|
2025
Q1 | $2.28M | Sell |
14,808
-1,025
| -6% | -$158K | 0.04% | 272 |
|
|
2024
Q4 | $2.22M | Buy |
15,833
+834
| +6% | +$117K | 0.03% | 277 |
|
|
2024
Q3 | $2.01M | Sell |
14,999
-203
| -1% | -$27.2K | 0.03% | 296 |
|
|
2024
Q2 | $1.8M | Buy |
15,202
+377
| +3% | +$44.7K | 0.03% | 290 |
|
|
2024
Q1 | $1.85M | Buy |
14,825
+221
| +2% | +$27.6K | 0.09% | 161 |
|
|
2023
Q4 | $1.74M | Sell |
14,604
-14,925
| -51% | -$1.78M | 0.09% | 163 |
|
|
2023
Q3 | $3.41M | Buy |
29,529
+14,444
| +96% | +$1.67M | 0.1% | 153 |
|
|
2023
Q2 | $1.69M | Buy |
15,085
+9,846
| +188% | +$1.1M | 0.1% | 152 |
|
|
2023
Q1 | $600K | Sell |
5,239
-60
| -1% | -$6.88K | 0.04% | 232 |
|
|
2022
Q4 | $612K | Buy |
5,299
+887
| +20% | +$103K | 0.05% | 224 |
|
|
2022
Q3 | $495K | Sell |
4,412
-272
| -6% | -$30.5K | 0.05% | 226 |
|
|
2022
Q2 | $533K | Buy |
4,684
+27
| +0.6% | +$3.07K | 0.04% | 239 |
|
|
2022
Q1 | $636K | Buy |
4,657
+2
| +0% | +$273 | 0.04% | 232 |
|
|
2021
Q4 | $635K | Sell |
4,655
-45
| -1% | -$6.14K | 0.04% | 223 |
|
|
2021
Q3 | $529K | Buy |
4,700
+724
| +18% | +$81.5K | 0.04% | 229 |
|
|
2021
Q2 | $427K | Buy |
3,976
+353
| +10% | +$37.9K | 0.03% | 246 |
|
|
2021
Q1 | $355K | Sell |
3,623
-14
| -0.4% | -$1.37K | 0.03% | 256 |
|
|
2020
Q4 | $339K | Buy |
3,637
+210
| +6% | +$19.6K | 0.03% | 246 |
|
|
2020
Q3 | $273K | Sell |
3,427
-898
| -21% | -$71.5K | 0.03% | 242 |
|
|
2020
Q2 | $328K | Sell |
4,325
-579
| -12% | -$43.9K | 0.04% | 216 |
|
|
2020
Q1 | $309K | Sell |
4,904
-741
| -13% | -$46.7K | 0.05% | 195 |
|
|
2019
Q4 | $480K | Buy |
5,645
+336
| +6% | +$28.6K | 0.06% | 182 |
|
|
2019
Q3 | $439K | Sell |
5,309
-85
| -2% | -$7.03K | 0.06% | 179 |
|
|
2019
Q2 | $444K | Sell |
5,394
-1,101
| -17% | -$90.6K | 0.06% | 183 |
|
|
2019
Q1 | $521K | Buy |
6,495
+1,766
| +37% | +$142K | 0.07% | 164 |
|
|
2018
Q4 | $308K | Buy |
+4,729
| New | +$308K | 0.05% | 201 |
|