Coldstream Capital Management’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.58M Buy
2025
Q1
$1.64M Buy
2024
Q4
$1.49M Buy
2024
Q3
$1.38M Buy
2024
Q2
$1.13M Sell
2024
Q1
$1.2M Buy
2023
Q4
$1.14M Buy
2023
Q3
$924K Buy
2023
Q2
$505K Sell
2023
Q1
$551K Sell
2022
Q4
$571K Buy
2022
Q2
$938K Buy
2022
Q1
$1.05M Buy
2021
Q4
$1.05M Buy
2021
Q3
$382K Sell
2021
Q2
$555K Buy
2021
Q1
$502K Buy
2020
Q4
$455K Buy
2020
Q3
$341K Buy
2020
Q2
$316K Buy