Darwin Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.8K | Buy |
569
+2
| +0.4% | +$291 | 0.03% | 177 |
|
|
2025
Q1 | $79.6K | Hold |
567
| – | – | 0.03% | 191 |
|
|
2024
Q4 | $79.6K | Sell |
567
-67
| -11% | -$9.41K | 0.03% | 191 |
|
|
2024
Q3 | $85.1K | Buy |
+634
| New | +$85.1K | 0.02% | 198 |
|
|
2024
Q1 | – | Sell |
-3,187
| Closed | -$380K | – | 148 |
|
|
2023
Q4 | $380K | Sell |
3,187
-237
| -7% | -$28.2K | 0.1% | 105 |
|
|
2023
Q3 | $395K | Buy |
3,424
+129
| +4% | +$14.9K | 0.11% | 104 |
|
|
2023
Q2 | $389K | Buy |
3,295
+956
| +41% | +$113K | 0.1% | 101 |
|
|
2023
Q1 | $256K | Sell |
2,339
-3,720
| -61% | -$408K | 0.07% | 137 |
|
|
2022
Q4 | $729K | Buy |
6,059
+1,045
| +21% | +$126K | 0.19% | 89 |
|
|
2022
Q3 | $561K | Sell |
5,014
-397
| -7% | -$44.4K | 0.14% | 99 |
|
|
2022
Q2 | $684K | Sell |
5,411
-9,004
| -62% | -$1.14M | 0.14% | 99 |
|
|
2022
Q1 | $1.97M | Sell |
14,415
-799
| -5% | -$109K | 0.32% | 62 |
|
|
2021
Q4 | $1.84M | Buy |
+15,214
| New | +$1.84M | 0.29% | 64 |
|
|
2020
Q2 | – | Sell |
-588
| Closed | -$36K | – | 572 |
|
|
2020
Q1 | $36K | Buy |
+588
| New | +$36K | 0.01% | 279 |
|