Edgemoor Investment 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 | $344K | Buy |
2,363
+125
| +6% | +$18.2K | 0.03% | 135 |
|
|
2025
Q1 | $345K | Hold |
2,238
| – | – | 0.03% | 129 |
|
|
2024
Q4 | $314K | Buy |
2,238
+500
| +29% | +$70.1K | 0.03% | 133 |
|
|
2024
Q3 | $233K | Hold |
1,738
| – | – | 0.02% | 159 |
|
|
2024
Q2 | $206K | Sell |
1,738
-55
| -3% | -$6.52K | 0.02% | 159 |
|
|
2024
Q1 | $220K | Hold |
1,793
| – | – | 0.02% | 156 |
|
|
2023
Q4 | $214K | Hold |
1,793
| – | – | 0.02% | 155 |
|
|
2023
Q3 | $207K | Hold |
1,793
| – | – | 0.02% | 153 |
|
|
2023
Q2 | $201K | Hold |
1,793
| – | – | 0.02% | 157 |
|
|
2023
Q1 | $206K | Hold |
1,793
| – | – | 0.03% | 153 |
|
|
2022
Q4 | $207K | Hold |
1,793
| – | – | 0.03% | 161 |
|
|
2022
Q3 | $201K | Buy |
+1,793
| New | +$201K | 0.03% | 142 |
|