Compass Ion 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 | $744K | Buy |
5,112
+254
| +5% | +$36.9K | 0.08% | 132 |
|
|
2025
Q1 | $749K | Buy |
4,858
+11
| +0.2% | +$1.7K | 0.09% | 128 |
|
|
2024
Q4 | $680K | Sell |
4,847
-288
| -6% | -$40.4K | 0.08% | 136 |
|
|
2024
Q3 | $689K | Buy |
5,135
+284
| +6% | +$38.1K | 0.08% | 137 |
|
|
2024
Q2 | $596K | Hold |
4,851
| – | – | 0.09% | 133 |
|
|
2024
Q1 | $596K | Sell |
4,851
-1,484
| -23% | -$182K | 0.09% | 132 |
|
|
2023
Q4 | $755K | Buy |
6,335
+371
| +6% | +$44.2K | 0.12% | 109 |
|
|
2023
Q3 | $688K | Buy |
+5,964
| New | +$688K | 0.12% | 113 |
|