Financial Advocates Investment 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 | $979K | Sell |
6,732
-3,066
| -31% | -$446K | 0.08% | 232 |
|
|
2025
Q1 | $1.51M | Buy |
9,798
+146
| +2% | +$22.5K | 0.11% | 207 |
|
|
2024
Q4 | $1.35M | Sell |
9,652
-3,796
| -28% | -$532K | 0.08% | 230 |
|
|
2024
Q3 | $1.8M | Buy |
13,448
+1,119
| +9% | +$150K | 0.1% | 198 |
|
|
2024
Q2 | $1.46M | Buy |
12,329
+419
| +4% | +$49.7K | 0.09% | 212 |
|
|
2024
Q1 | $1.46M | Sell |
11,910
-151
| -1% | -$18.5K | 0.08% | 234 |
|
|
2023
Q4 | $1.44M | Buy |
12,061
+1,039
| +9% | +$124K | 0.09% | 216 |
|
|
2023
Q3 | $1.27M | Buy |
11,022
+648
| +6% | +$74.7K | 0.09% | 228 |
|
|
2023
Q2 | $1.16M | Sell |
10,374
-88
| -0.8% | -$9.85K | 0.08% | 244 |
|
|
2023
Q1 | $1.2M | Buy |
10,462
+1,071
| +11% | +$123K | 0.09% | 247 |
|
|
2022
Q4 | $1.09M | Sell |
9,391
-70,368
| -88% | -$8.13M | 0.08% | 264 |
|
|
2022
Q3 | $11M | Buy |
79,759
+72,221
| +958% | +$9.95M | 0.91% | 11 |
|
|
2022
Q2 | $858K | Buy |
7,538
+5,202
| +223% | +$592K | 0.07% | 291 |
|
|
2022
Q1 | $319K | Buy |
+2,336
| New | +$319K | 0.02% | 557 |
|
|
2020
Q1 | – | Sell |
-2,549
| Closed | -$217K | – | 525 |
|
|
2019
Q4 | $217K | Sell |
2,549
-34
| -1% | -$2.89K | 0.02% | 467 |
|
|
2019
Q3 | $214K | Buy |
2,583
+3
| +0.1% | +$249 | 0.02% | 445 |
|
|
2019
Q2 | $212K | Buy |
2,580
+41
| +2% | +$3.37K | 0.02% | 440 |
|
|
2019
Q1 | $204K | Buy |
+2,539
| New | +$204K | 0.03% | 441 |
|