Concord Wealth Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Hold |
69
| – | – | ﹤0.01% | 543 |
|
|
2025
Q1 | $10.6K | Buy |
+69
| New | +$10.6K | ﹤0.01% | 502 |
|
|
2024
Q3 | – | Hold |
0
| – | -$59 | – | 1002 |
|
|
2024
Q2 | – | Hold |
0
| – | -$60 | – | 817 |
|
|
2024
Q1 | – | Sell |
-1,077
| Closed | -$128K | – | 841 |
|
|
2023
Q4 | $128K | Sell |
1,077
-48
| -4% | -$5.72K | 0.03% | 252 |
|
|
2023
Q3 | $130K | Sell |
1,125
-317
| -22% | -$36.6K | 0.03% | 252 |
|
|
2023
Q2 | $161K | Buy |
1,442
+627
| +77% | +$70.2K | 0.03% | 215 |
|
|
2023
Q1 | $93.4K | Sell |
815
-149
| -15% | -$17.1K | 0.03% | 258 |
|
|
2022
Q4 | $111K | Buy |
+964
| New | +$111K | 0.03% | 232 |
|
|
2022
Q3 | – | Sell |
-619
| Closed | -$70K | – | 834 |
|
|
2022
Q2 | $70K | Buy |
619
+55
| +10% | +$6.22K | 0.02% | 316 |
|
|
2022
Q1 | $77K | Buy |
564
+77
| +16% | +$10.5K | 0.02% | 345 |
|
|
2021
Q4 | $66K | Buy |
+487
| New | +$66K | 0.02% | 401 |
|
|
2021
Q3 | – | Sell |
-335
| Closed | -$36K | – | 998 |
|
|
2021
Q2 | $36K | Sell |
335
-3
| -0.9% | -$322 | 0.01% | 399 |
|
|
2021
Q1 | $33K | Buy |
+338
| New | +$33K | 0.01% | 402 |
|