CIA
Concurrent Investment Advisors’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Buy |
25,387
+2,797
| +12% | +$407K | 0.07% | 281 |
|
|
2025
Q1 | $3.49M | Buy |
22,590
+3,370
| +18% | +$520K | 0.08% | 242 |
|
|
2024
Q4 | $2.7M | Sell |
19,220
-8,169
| -30% | -$1.15M | 0.07% | 259 |
|
|
2024
Q3 | $3.68M | Buy |
27,389
+2,230
| +9% | +$299K | 0.11% | 195 |
|
|
2024
Q2 | $2.98M | Sell |
25,159
-1,813
| -7% | -$215K | 0.1% | 208 |
|
|
2024
Q1 | $3.31M | Buy |
26,972
+1,055
| +4% | +$130K | 0.13% | 168 |
|
|
2023
Q4 | $3.09M | Buy |
+25,917
| New | +$3.09M | 0.15% | 155 |
|