Creative Planning’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Buy |
131,741
+7,513
| +6% | +$1.09M | 0.02% | 345 |
|
|
2025
Q1 | $19.2M | Buy |
124,228
+5,731
| +5% | +$884K | 0.02% | 337 |
|
|
2024
Q4 | $16.6M | Buy |
118,497
+7,535
| +7% | +$1.06M | 0.02% | 330 |
|
|
2024
Q3 | $14.9M | Sell |
110,962
-71
| -0.1% | -$9.53K | 0.01% | 339 |
|
|
2024
Q2 | $13.2M | Sell |
111,033
-109
| -0.1% | -$12.9K | 0.01% | 346 |
|
|
2024
Q1 | $13.6M | Buy |
111,142
+1,170
| +1% | +$144K | 0.02% | 331 |
|
|
2023
Q4 | $13.1M | Sell |
109,972
-202
| -0.2% | -$24.1K | 0.02% | 327 |
|
|
2023
Q3 | $12.7M | Buy |
110,174
+6,132
| +6% | +$707K | 0.02% | 313 |
|
|
2023
Q2 | $11.6M | Buy |
104,042
+1,013
| +1% | +$113K | 0.02% | 320 |
|
|
2023
Q1 | $11.8M | Sell |
103,029
-1,386
| -1% | -$159K | 0.02% | 310 |
|
|
2022
Q4 | $12.1M | Buy |
104,415
+1,455
| +1% | +$168K | 0.02% | 298 |
|
|
2022
Q3 | $11.6M | Sell |
102,960
-510
| -0.5% | -$57.2K | 0.02% | 278 |
|
|
2022
Q2 | $11.8M | Buy |
103,470
+4,078
| +4% | +$464K | 0.02% | 288 |
|
|
2022
Q1 | $13.6M | Buy |
99,392
+2,446
| +3% | +$334K | 0.02% | 275 |
|
|
2021
Q4 | $13.2M | Sell |
96,946
-13,438
| -12% | -$1.83M | 0.02% | 239 |
|
|
2021
Q3 | $12.4M | Sell |
110,384
-6,493
| -6% | -$730K | 0.02% | 238 |
|
|
2021
Q2 | $12.5M | Buy |
116,877
+10,072
| +9% | +$1.08M | 0.02% | 229 |
|
|
2021
Q1 | $10.5M | Buy |
106,805
+4,280
| +4% | +$420K | 0.02% | 264 |
|
|
2020
Q4 | $9.55M | Buy |
102,525
+24,587
| +32% | +$2.29M | 0.02% | 263 |
|
|
2020
Q3 | $6.22M | Buy |
77,938
+1,330
| +2% | +$106K | 0.02% | 278 |
|
|
2020
Q2 | $5.8M | Sell |
76,608
-6,196
| -7% | -$469K | 0.02% | 263 |
|
|
2020
Q1 | $5.21M | Sell |
82,804
-6,660
| -7% | -$419K | 0.02% | 253 |
|
|
2019
Q4 | $7.61M | Sell |
89,464
-1,692
| -2% | -$144K | 0.02% | 235 |
|
|
2019
Q3 | $7.55M | Sell |
91,156
-1,411
| -2% | -$117K | 0.02% | 224 |
|
|
2019
Q2 | $7.62M | Buy |
92,567
+6,489
| +8% | +$534K | 0.03% | 222 |
|
|
2019
Q1 | $6.9M | Buy |
86,078
+853
| +1% | +$68.4K | 0.02% | 216 |
|
|
2018
Q4 | $5.55M | Buy |
85,225
+4,784
| +6% | +$312K | 0.02% | 228 |
|
|
2018
Q3 | $5.92M | Buy |
80,441
+41,528
| +107% | +$3.06M | 0.02% | 239 |
|
|
2018
Q2 | $2.66M | Sell |
38,913
-429
| -1% | -$29.3K | 0.01% | 402 |
|
|
2018
Q1 | $2.42M | Buy |
39,342
+394
| +1% | +$24.3K | 0.01% | 415 |
|
|
2017
Q4 | $2.65M | Buy |
38,948
+5,076
| +15% | +$346K | 0.01% | 392 |
|
|
2017
Q3 | $2.03M | Buy |
33,872
+3,313
| +11% | +$199K | 0.01% | 453 |
|
|
2017
Q2 | $1.74M | Buy |
30,559
+682
| +2% | +$38.8K | 0.01% | 481 |
|
|
2017
Q1 | $1.76M | Buy |
29,877
+1,576
| +6% | +$92.8K | 0.01% | 464 |
|
|
2016
Q4 | $1.72M | Buy |
28,301
+3,367
| +14% | +$205K | 0.01% | 445 |
|
|
2016
Q3 | $1.44M | Buy |
24,934
+2,854
| +13% | +$165K | 0.01% | 469 |
|
|
2016
Q2 | $1.31M | Buy |
22,080
+2,871
| +15% | +$171K | 0.01% | 443 |
|
|
2016
Q1 | $1.04M | Buy |
19,209
+770
| +4% | +$41.6K | 0.01% | 490 |
|
|
2015
Q4 | $975K | Buy |
18,439
+2,145
| +13% | +$113K | 0.01% | 514 |
|
|
2015
Q3 | $776K | Buy |
16,294
+687
| +4% | +$32.7K | 0.01% | 563 |
|
|
2015
Q2 | $732K | Buy |
15,607
+432
| +3% | +$20.3K | 0.01% | 563 |
|
|
2015
Q1 | $753K | Sell |
15,175
-262
| -2% | -$13K | 0.01% | 561 |
|
|
2014
Q4 | $713K | Sell |
15,437
-1,829
| -11% | -$84.5K | 0.01% | 557 |
|
|
2014
Q3 | $763K | Buy |
17,266
+162
| +0.9% | +$7.16K | 0.01% | 500 |
|
|
2014
Q2 | $711K | Sell |
17,104
-2,439
| -12% | -$101K | 0.01% | 509 |
|
|
2014
Q1 | $833K | Sell |
19,543
-12,657
| -39% | -$539K | 0.01% | 430 |
|
|
2013
Q4 | $1.47M | Buy |
32,200
+1,188
| +4% | +$54.1K | 0.03% | 231 |
|
|
2013
Q3 | $1.26M | Sell |
31,012
-323
| -1% | -$13.1K | 0.03% | 224 |
|
|
2013
Q2 | $1.14M | Buy |
+31,335
| New | +$1.14M | 0.03% | 209 |
|