Cornerstone 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
$526K Buy
3,613
+766
+27% +$111K 0.03% 387
2025
Q1
$439K Sell
2,847
-39
-1% -$6.02K 0.03% 392
2024
Q4
$405K Sell
2,886
-28
-1% -$3.93K 0.03% 393
2024
Q3
$391K Buy
2,914
+51
+2% +$6.84K 0.03% 400
2024
Q2
$339K Buy
2,863
+2
+0.1% +$237 0.03% 411
2024
Q1
$351K Buy
2,861
+201
+8% +$24.7K 0.03% 402
2023
Q4
$317K Sell
2,660
-400
-13% -$47.7K 0.03% 402
2023
Q3
$353K Buy
3,060
+311
+11% +$35.9K 0.03% 387
2023
Q2
$307K Sell
2,749
-99
-3% -$11.1K 0.03% 395
2023
Q1
$326K Buy
+2,848
New +$326K 0.03% 360
2022
Q3
$250K Buy
2,225
+41
+2% +$4.61K 0.03% 381
2022
Q2
$249K Sell
2,184
-100
-4% -$11.4K 0.03% 385
2022
Q1
$312K Buy
2,284
+200
+10% +$27.3K 0.03% 357
2021
Q4
$284K Buy
+2,084
New +$284K 0.03% 403
2018
Q4
Sell
-75,128
Closed -$1.18M 912
2018
Q3
$1.18M Buy
75,128
+6,318
+9% +$99.2K 0.01% 663
2018
Q2
$1.01M Buy
+68,810
New +$1.01M 0.01% 761