Forum Financial 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 | $365K | Sell |
2,509
-513
| -17% | -$74.6K | 0.01% | 554 |
|
|
2025
Q1 | $466K | Hold |
3,022
| – | – | 0.01% | 398 |
|
|
2024
Q4 | $424K | Buy |
3,022
+658
| +28% | +$92.3K | 0.01% | 446 |
|
|
2024
Q3 | $317K | Buy |
2,364
+4
| +0.2% | +$537 | 0.01% | 489 |
|
|
2024
Q2 | $280K | Buy |
2,360
+2
| +0.1% | +$237 | 0.01% | 509 |
|
|
2024
Q1 | $290K | Sell |
2,358
-123
| -5% | -$15.1K | ﹤0.01% | 516 |
|
|
2023
Q4 | $296K | Sell |
2,481
-824
| -25% | -$98.1K | 0.01% | 463 |
|
|
2023
Q3 | $381K | Hold |
3,305
| – | – | 0.01% | 350 |
|
|
2023
Q2 | $370K | Sell |
3,305
-1
| -0% | -$112 | 0.01% | 375 |
|
|
2023
Q1 | $379K | Sell |
3,306
-245
| -7% | -$28.1K | 0.01% | 332 |
|
|
2022
Q4 | $410K | Buy |
3,551
+335
| +10% | +$38.7K | 0.01% | 300 |
|
|
2022
Q3 | $361K | Buy |
3,216
+90
| +3% | +$10.1K | 0.02% | 295 |
|
|
2022
Q2 | $356K | Buy |
3,126
+106
| +4% | +$12.1K | 0.02% | 306 |
|
|
2022
Q1 | $412K | Buy |
3,020
+361
| +14% | +$49.2K | 0.02% | 288 |
|
|
2021
Q4 | $363K | Buy |
+2,659
| New | +$363K | 0.02% | 331 |
|