CVA Family Office’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
1,507
-18
| -1% | -$2.62K | 0.03% | 277 |
|
|
2025
Q1 | $235K | Sell |
1,525
-55
| -3% | -$8.49K | 0.04% | 257 |
|
|
2024
Q4 | $222K | Buy |
1,580
+192
| +14% | +$26.9K | 0.04% | 259 |
|
|
2024
Q3 | $186K | Buy |
1,388
+74
| +6% | +$9.93K | 0.03% | 276 |
|
|
2024
Q2 | $156K | Buy |
1,314
+41
| +3% | +$4.86K | 0.03% | 284 |
|
|
2024
Q1 | $156K | Buy |
1,273
+4
| +0.3% | +$491 | 0.03% | 283 |
|
|
2023
Q4 | $151K | Buy |
+1,269
| New | +$151K | 0.03% | 272 |
|
|
2023
Q3 | – | Sell |
-1,441
| Closed | -$161K | – | 733 |
|
|
2023
Q2 | $161K | Buy |
1,441
+288
| +25% | +$32.2K | 0.03% | 251 |
|
|
2023
Q1 | $132K | Buy |
1,153
+169
| +17% | +$19.4K | 0.03% | 271 |
|
|
2022
Q4 | $114K | Sell |
984
-31
| -3% | -$3.58K | 0.03% | 274 |
|
|
2022
Q3 | $114K | Buy |
1,015
+40
| +4% | +$4.49K | 0.03% | 222 |
|
|
2022
Q2 | $111K | Sell |
975
-70
| -7% | -$7.97K | 0.03% | 227 |
|
|
2022
Q1 | $143K | Buy |
1,045
+70
| +7% | +$9.58K | 0.03% | 215 |
|
|
2021
Q4 | $133K | Buy |
975
+380
| +64% | +$51.8K | 0.03% | 204 |
|
|
2021
Q3 | $47K | Sell |
595
-195
| -25% | -$15.4K | 0.03% | 191 |
|
|
2021
Q2 | $85K | Buy |
790
+80
| +11% | +$8.61K | 0.02% | 265 |
|
|
2021
Q1 | $70K | Buy |
710
+115
| +19% | +$11.3K | 0.03% | 234 |
|
|
2020
Q4 | $55K | Hold |
595
| – | – | 0.03% | 184 |
|
|
2020
Q3 | $47K | Buy |
+595
| New | +$47K | 0.03% | 191 |
|