CreativeOne Wealth’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
20,984
+2,184
| +12% | +$318K | 0.08% | 237 |
|
|
2025
Q1 | $2.9M | Sell |
18,800
-2,412
| -11% | -$372K | 0.09% | 221 |
|
|
2024
Q4 | $2.97M | Buy |
21,212
+9,556
| +82% | +$1.34M | 0.09% | 206 |
|
|
2024
Q3 | $1.56M | Buy |
11,656
+5,222
| +81% | +$701K | 0.05% | 318 |
|
|
2024
Q2 | $762K | Buy |
6,434
+50
| +0.8% | +$5.92K | 0.04% | 382 |
|
|
2024
Q1 | $784K | Buy |
6,384
+3,705
| +138% | +$455K | 0.03% | 434 |
|
|
2023
Q4 | $319K | Sell |
2,679
-2,788
| -51% | -$332K | 0.02% | 481 |
|
|
2023
Q3 | $631K | Sell |
5,467
-7,858
| -59% | -$907K | 0.05% | 302 |
|
|
2023
Q2 | $1.49M | Buy |
13,325
+4,732
| +55% | +$529K | 0.07% | 257 |
|
|
2023
Q1 | $985K | Sell |
8,593
-3,060
| -26% | -$351K | 0.05% | 309 |
|
|
2022
Q4 | $1.35M | Buy |
11,653
+3,682
| +46% | +$426K | 0.07% | 237 |
|
|
2022
Q3 | $894K | Buy |
7,971
+196
| +3% | +$22K | 0.05% | 283 |
|
|
2022
Q2 | $885K | Buy |
7,775
+1,393
| +22% | +$159K | 0.05% | 284 |
|
|
2022
Q1 | $871K | Buy |
6,382
+463
| +8% | +$63.2K | 0.05% | 299 |
|
|
2021
Q4 | $808K | Buy |
5,919
+621
| +12% | +$84.8K | 0.04% | 334 |
|
|
2021
Q3 | $596K | Buy |
5,298
+1,546
| +41% | +$174K | 0.04% | 363 |
|
|
2021
Q2 | $403K | Buy |
3,752
+106
| +3% | +$11.4K | 0.02% | 446 |
|
|
2021
Q1 | $358K | Buy |
3,646
+830
| +29% | +$81.5K | 0.03% | 407 |
|
|
2020
Q4 | $262K | Buy |
+2,816
| New | +$262K | 0.02% | 406 |
|