Consolidated Planning Corp’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Sell |
1,954
-473
| -19% | -$68.8K | 0.04% | 162 |
|
|
2025
Q1 | $374K | Sell |
2,427
-231
| -9% | -$35.6K | 0.05% | 144 |
|
|
2024
Q4 | $373K | Buy |
2,658
+200
| +8% | +$28K | 0.05% | 148 |
|
|
2024
Q3 | $330K | Hold |
2,458
| – | – | 0.05% | 155 |
|
|
2024
Q2 | $291K | Hold |
2,458
| – | – | 0.05% | 146 |
|
|
2024
Q1 | $302K | Hold |
2,458
| – | – | 0.05% | 136 |
|
|
2023
Q4 | $293K | Sell |
2,458
-77
| -3% | -$9.17K | 0.05% | 125 |
|
|
2023
Q3 | $292K | Sell |
2,535
-372
| -13% | -$42.9K | 0.06% | 124 |
|
|
2023
Q2 | $325K | Buy |
+2,907
| New | +$325K | 0.07% | 132 |
|
|
2021
Q4 | – | Sell |
-502
| Closed | -$56K | – | 339 |
|
|
2021
Q3 | $56K | Buy |
+502
| New | +$56K | 0.04% | 159 |
|