Confluence Wealth Services’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
$481K Buy
2025
Q1
$468K Sell
2024
Q4
$1.3M Sell
2024
Q3
$1.31M Sell
2024
Q2
$1.39M Buy
2024
Q1
$1.17M Buy
2023
Q4
$963K Sell
2023
Q3
$959K Sell
2023
Q2
$931K Sell
2023
Q1
$962K Buy
2022
Q4
$956K Buy
2022
Q3
$918K Sell
2022
Q2
$1.12M Sell
2022
Q1
$1.19M Sell
2021
Q4
$1.21M Buy