Forvis Mazars Wealth 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 | $698K | Sell |
4,797
-203
| -4% | -$29.5K | 0.02% | 241 |
|
|
2025
Q1 | $771K | Sell |
5,000
-196
| -4% | -$30.2K | 0.02% | 228 |
|
|
2024
Q4 | $729K | Buy |
5,196
+970
| +23% | +$136K | 0.02% | 259 |
|
|
2024
Q3 | $567K | Buy |
4,226
+122
| +3% | +$16.4K | 0.01% | 300 |
|
|
2024
Q2 | $487K | Sell |
4,104
-100
| -2% | -$11.9K | 0.01% | 297 |
|
|
2024
Q1 | $516K | Sell |
4,204
-30
| -0.7% | -$3.68K | 0.01% | 287 |
|
|
2023
Q4 | $504K | Hold |
4,234
| – | – | 0.01% | 279 |
|
|
2023
Q3 | $488K | Buy |
4,234
+156
| +4% | +$18K | 0.01% | 276 |
|
|
2023
Q2 | $456K | Sell |
4,078
-1
| -0% | -$112 | 0.01% | 303 |
|
|
2023
Q1 | $467K | Buy |
4,079
+1
| +0% | +$115 | 0.02% | 276 |
|
|
2022
Q4 | $471K | Buy |
4,078
+348
| +9% | +$40.2K | 0.02% | 268 |
|
|
2022
Q3 | $419K | Sell |
3,730
-82
| -2% | -$9.21K | 0.02% | 275 |
|
|
2022
Q2 | $434K | Sell |
3,812
-7
| -0.2% | -$797 | 0.02% | 268 |
|
|
2022
Q1 | $521K | Buy |
+3,819
| New | +$521K | 0.02% | 186 |
|
|
2021
Q2 | – | Sell |
-2,788
| Closed | -$273K | – | 275 |
|
|
2021
Q1 | $273K | Sell |
2,788
-742
| -21% | -$72.7K | 0.01% | 238 |
|
|
2020
Q4 | $329K | Buy |
+3,530
| New | +$329K | 0.02% | 277 |
|