D.B. Root & Company’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Buy |
2,772
+17
| +0.6% | +$2.47K | 0.12% | 124 |
|
|
2025
Q1 | $425K | Sell |
2,755
-25
| -0.9% | -$3.86K | 0.14% | 110 |
|
|
2024
Q4 | $390K | Buy |
2,780
+11
| +0.4% | +$1.54K | 0.12% | 119 |
|
|
2024
Q3 | $372K | Buy |
2,769
+12
| +0.4% | +$1.61K | 0.12% | 120 |
|
|
2024
Q2 | $327K | Buy |
2,757
+31
| +1% | +$3.68K | 0.11% | 148 |
|
|
2024
Q1 | $335K | Hold |
2,726
| – | – | 0.11% | 145 |
|
|
2023
Q4 | $325K | Hold |
2,726
| – | – | 0.12% | 137 |
|
|
2023
Q3 | $314K | Sell |
2,726
-4
| -0.1% | -$461 | 0.12% | 137 |
|
|
2023
Q2 | $305K | Buy |
+2,730
| New | +$305K | 0.12% | 149 |
|
|
2022
Q2 | – | Sell |
-2,742
| Closed | -$374K | – | 181 |
|
|
2022
Q1 | $374K | Buy |
2,742
+26
| +1% | +$3.55K | 0.14% | 143 |
|
|
2021
Q4 | $370K | Hold |
2,716
| – | – | 0.13% | 150 |
|
|
2021
Q3 | $305K | Buy |
2,716
+7
| +0.3% | +$786 | 0.12% | 164 |
|
|
2021
Q2 | $290K | Hold |
2,709
| – | – | 0.11% | 180 |
|
|
2021
Q1 | $265K | Sell |
2,709
-20
| -0.7% | -$1.96K | 0.1% | 183 |
|
|
2020
Q4 | $254K | Sell |
2,729
-5
| -0.2% | -$465 | 0.1% | 179 |
|
|
2020
Q3 | $218K | Sell |
2,734
-2
| -0.1% | -$159 | 0.09% | 191 |
|
|
2020
Q2 | $207K | Buy |
+2,736
| New | +$207K | 0.09% | 188 |
|
|
2020
Q1 | – | Sell |
-2,714
| Closed | -$230K | – | 195 |
|
|
2019
Q4 | $230K | Hold |
2,714
| – | – | 0.1% | 179 |
|
|
2019
Q3 | $224K | Hold |
2,714
| – | – | 0.1% | 180 |
|
|
2019
Q2 | $223K | Sell |
2,714
-169
| -6% | -$13.9K | 0.1% | 185 |
|
|
2019
Q1 | $231K | Buy |
+2,883
| New | +$231K | 0.1% | 191 |
|
|
2018
Q4 | – | Sell |
-2,883
| Closed | -$212K | – | 203 |
|
|
2018
Q3 | $212K | Buy |
+2,883
| New | +$212K | 0.09% | 198 |
|