CreativeOne Wealth’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.05M Buy
2025
Q1
$2.9M Sell
2024
Q4
$2.97M Buy
2024
Q3
$1.56M Buy
2024
Q2
$762K Buy
2024
Q1
$784K Buy
2023
Q4
$319K Sell
2023
Q3
$631K Sell
2023
Q2
$1.49M Buy
2023
Q1
$985K Sell
2022
Q4
$1.35M Buy
2022
Q3
$894K Buy
2022
Q2
$885K Buy
2022
Q1
$871K Buy
2021
Q4
$808K Buy
2021
Q3
$596K Buy
2021
Q2
$403K Buy
2021
Q1
$358K Buy
2020
Q4
$262K Buy