Congress 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 | $2.96M | Buy |
20,347
+1,945
| +11% | +$283K | 0.03% | 494 |
|
|
2025
Q1 | $2.84M | Sell |
18,402
-430
| -2% | -$66.3K | 0.03% | 426 |
|
|
2024
Q4 | $2.64M | Buy |
18,832
+1,567
| +9% | +$220K | 0.04% | 373 |
|
|
2024
Q3 | $2.32M | Buy |
17,265
+15,265
| +763% | +$2.05M | 0.03% | 399 |
|
|
2024
Q2 | $237K | Sell |
2,000
-2,472
| -55% | -$293K | ﹤0.01% | 663 |
|
|
2024
Q1 | $549K | Buy |
4,472
+218
| +5% | +$26.8K | 0.01% | 441 |
|
|
2023
Q4 | $507K | Buy |
+4,254
| New | +$507K | 0.01% | 462 |
|