Cooper/Haims Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Hold |
73,303
| – | – | 5.25% | 7 |
|
|
2025
Q1 | $11.3M | Sell |
73,303
-150
| -0.2% | -$23.1K | 6.13% | 6 |
|
|
2024
Q4 | $10.3M | Hold |
73,453
| – | – | 5.84% | 6 |
|
|
2024
Q3 | $9.86M | Sell |
73,453
-55
| -0.1% | -$7.38K | 5.42% | 7 |
|
|
2024
Q2 | $8.72M | Buy |
73,508
+55
| +0.1% | +$6.52K | 4.89% | 7 |
|
|
2024
Q1 | $9.02M | Hold |
73,453
| – | – | 5.24% | 7 |
|
|
2023
Q4 | $8.75M | Buy |
73,453
+100
| +0.1% | +$11.9K | 4.96% | 9 |
|
|
2023
Q3 | $8.46M | Hold |
73,353
| – | – | 6.58% | 5 |
|
|
2023
Q2 | $8.21M | Sell |
73,353
-430
| -0.6% | -$48.1K | 6.3% | 6 |
|
|
2023
Q1 | $8.45M | Hold |
73,783
| – | – | 6.77% | 6 |
|
|
2022
Q4 | $8.53M | Hold |
73,783
| – | – | 6.05% | 8 |
|
|
2022
Q3 | $8.28M | Buy |
73,783
+3,419
| +5% | +$384K | 6.86% | 5 |
|
|
2022
Q2 | $8.01M | Sell |
70,364
-115
| -0.2% | -$13.1K | 5.26% | 8 |
|
|
2022
Q1 | $9.62M | Buy |
70,479
+4
| +0% | +$546 | 6.27% | 5 |
|
|
2021
Q4 | $9.62M | Sell |
70,475
-194
| -0.3% | -$26.5K | 5.92% | 6 |
|
|
2021
Q3 | $7.95M | Sell |
70,669
-314
| -0.4% | -$35.3K | 4.79% | 6 |
|
|
2021
Q2 | $7.62M | Buy |
70,983
+2,252
| +3% | +$242K | 5% | 6 |
|
|
2021
Q1 | $6.74M | Buy |
68,731
+64,135
| +1,395% | +$6.29M | 4.77% | 6 |
|
|
2020
Q4 | $428K | Buy |
4,596
+933
| +25% | +$86.9K | 0.33% | 33 |
|
|
2020
Q3 | $292K | Buy |
3,663
+2
| +0.1% | +$159 | 0.24% | 44 |
|
|
2020
Q2 | $277K | Buy |
3,661
+1
| +0% | +$76 | 0.22% | 40 |
|
|
2020
Q1 | $230K | Buy |
3,660
+2
| +0.1% | +$126 | 0.2% | 38 |
|
|
2019
Q4 | $311K | Buy |
3,658
+1
| +0% | +$85 | 0.17% | 40 |
|
|
2019
Q3 | $303K | Buy |
3,657
+232
| +7% | +$19.2K | 0.19% | 37 |
|
|
2019
Q2 | $282K | Buy |
3,425
+2
| +0.1% | +$165 | 0.18% | 39 |
|
|
2019
Q1 | $275K | Buy |
3,423
+1
| +0% | +$80 | 0.18% | 43 |
|
|
2018
Q4 | $223K | Sell |
3,422
-951
| -22% | -$62K | 0.15% | 54 |
|
|
2018
Q3 | $322K | Buy |
4,373
+2
| +0% | +$147 | 0.22% | 37 |
|
|
2018
Q2 | $299K | Buy |
4,371
+1
| +0% | +$68 | 0.22% | 36 |
|
|
2018
Q1 | $269K | Buy |
4,370
+4,139
| +1,792% | +$255K | 0.24% | 41 |
|
|
2017
Q4 | $16K | Buy |
+231
| New | +$16K | 0.01% | 48 |
|