CWS Financial Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Buy |
4,158
+884
| +27% | +$129K | 0.18% | 66 |
|
|
2025
Q1 | $505K | Hold |
3,274
| – | – | 0.16% | 76 |
|
|
2024
Q4 | $459K | Buy |
3,274
+783
| +31% | +$110K | 0.15% | 81 |
|
|
2024
Q3 | $334K | Buy |
2,491
+325
| +15% | +$43.6K | 0.12% | 89 |
|
|
2024
Q2 | $257K | Sell |
2,166
-2
| -0.1% | -$237 | 0.1% | 92 |
|
|
2024
Q1 | $266K | Sell |
2,168
-6,378
| -75% | -$783K | 0.11% | 92 |
|
|
2023
Q4 | $1.02M | Sell |
8,546
-904
| -10% | -$108K | 0.38% | 37 |
|
|
2023
Q3 | $1.09M | Sell |
9,450
-212
| -2% | -$24.4K | 0.44% | 32 |
|
|
2023
Q2 | $1.08M | Sell |
9,662
-197
| -2% | -$22K | 0.41% | 35 |
|
|
2023
Q1 | $1.13M | Sell |
9,859
-2,040
| -17% | -$234K | 0.45% | 29 |
|
|
2022
Q4 | $1.17M | Buy |
11,899
+1,774
| +18% | +$174K | 0.5% | 25 |
|
|
2022
Q3 | $1.14M | Sell |
10,125
-2
| -0% | -$224 | 0.54% | 27 |
|
|
2022
Q2 | $1.15M | Sell |
10,127
-792
| -7% | -$90.2K | 0.53% | 28 |
|
|
2022
Q1 | $1.49M | Buy |
10,919
+7
| +0.1% | +$955 | 0.56% | 23 |
|
|
2021
Q4 | $1.49M | Buy |
+10,912
| New | +$1.49M | 0.52% | 24 |
|
|
2021
Q2 | $1.29M | Buy |
12,051
+152
| +1% | +$16.3K | 0.52% | 24 |
|
|
2021
Q1 | $1.17M | Buy |
11,899
+47
| +0.4% | +$4.61K | 0.5% | 25 |
|
|
2020
Q4 | $1.1M | Sell |
11,852
-13
| -0.1% | -$1.21K | 0.64% | 23 |
|
|
2020
Q3 | $946K | Hold |
11,865
| – | – | 0.63% | 25 |
|
|
2020
Q2 | $899K | Buy |
11,865
+2,317
| +24% | +$176K | 0.65% | 22 |
|
|
2020
Q1 | $812K | Hold |
9,548
| – | – | 0.6% | 21 |
|
|
2019
Q4 | $812K | Buy |
+9,548
| New | +$812K | 0.59% | 21 |
|