Compass Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-44
| Closed | -$6.79K | – | 334 |
|
|
2025
Q1 | $6.79K | Buy |
+44
| New | +$6.79K | ﹤0.01% | 369 |
|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$115K | – | 399 |
|
|
2023
Q3 | $115K | Hold |
1,000
| – | – | 0.04% | 175 |
|
|
2023
Q2 | $112K | Hold |
1,000
| – | – | 0.03% | 178 |
|
|
2023
Q1 | $115K | Hold |
1,000
| – | – | 0.04% | 176 |
|
|
2022
Q4 | $116K | Buy |
+1,000
| New | +$116K | 0.04% | 181 |
|