Ellevest Inc’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Buy |
5,449
+213
| +4% | +$31K | 0.13% | 120 |
|
|
2025
Q1 | $808K | Buy |
5,236
+566
| +12% | +$87.3K | 0.05% | 124 |
|
|
2024
Q4 | $655K | Buy |
4,670
+461
| +11% | +$64.6K | 0.04% | 157 |
|
|
2024
Q3 | $565K | Sell |
4,209
-396
| -9% | -$53.1K | 0.03% | 188 |
|
|
2024
Q2 | $546K | Buy |
4,605
+512
| +13% | +$60.7K | 0.03% | 191 |
|
|
2024
Q1 | $503K | Buy |
4,093
+2,286
| +127% | +$281K | 0.03% | 198 |
|
|
2023
Q4 | $215K | Sell |
1,807
-681
| -27% | -$81.1K | 0.01% | 353 |
|
|
2023
Q3 | $287K | Sell |
2,488
-2,462
| -50% | -$284K | 0.02% | 272 |
|
|
2023
Q2 | $554K | Buy |
4,950
+1,098
| +29% | +$123K | 0.04% | 137 |
|
|
2023
Q1 | $441K | Buy |
3,852
+271
| +8% | +$31.1K | 0.03% | 159 |
|
|
2022
Q4 | $414K | Sell |
3,581
-366
| -9% | -$42.3K | 0.03% | 164 |
|
|
2022
Q3 | $443K | Sell |
3,947
-678
| -15% | -$76.1K | 0.04% | 114 |
|
|
2022
Q2 | $527K | Buy |
4,625
+782
| +20% | +$89.1K | 0.05% | 94 |
|
|
2022
Q1 | $524K | Buy |
3,843
+721
| +23% | +$98.3K | 0.04% | 113 |
|
|
2021
Q4 | $426K | Buy |
3,122
+277
| +10% | +$37.8K | 0.04% | 142 |
|
|
2021
Q3 | $320K | Sell |
2,845
-35
| -1% | -$3.94K | 0.03% | 180 |
|
|
2021
Q2 | $309K | Buy |
2,880
+574
| +25% | +$61.6K | 0.03% | 161 |
|
|
2021
Q1 | $226K | Sell |
2,306
-31
| -1% | -$3.04K | 0.03% | 197 |
|
|
2020
Q4 | $218K | Buy |
2,337
+375
| +19% | +$35K | 0.03% | 144 |
|
|
2020
Q3 | $157K | Buy |
1,962
+415
| +27% | +$33.2K | 0.03% | 159 |
|
|
2020
Q2 | $117K | Buy |
1,547
+1,013
| +190% | +$76.6K | 0.03% | 174 |
|
|
2020
Q1 | $34K | Buy |
534
+366
| +218% | +$23.3K | 0.01% | 309 |
|
|
2019
Q4 | $14K | Buy |
168
+161
| +2,300% | +$13.4K | ﹤0.01% | 484 |
|
|
2019
Q3 | $1K | Sell |
7
-174
| -96% | -$24.9K | ﹤0.01% | 442 |
|
|
2019
Q2 | $15K | Sell |
181
-151
| -45% | -$12.5K | 0.01% | 216 |
|
|
2019
Q1 | $27K | Buy |
+332
| New | +$27K | 0.01% | 133 |
|