Coastal Bridge 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
$766K Buy
5,263
+264
+5% +$38.4K 0.06% 234
2025
Q1
$771K Buy
+4,999
New +$771K 0.19% 122