Forza Wealth 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
$834K Hold
5,736
0.34% 75
2025
Q1
$885K Hold
5,736
0.4% 66
2024
Q4
$804K Hold
5,736
0.37% 69
2024
Q3
$770K Hold
5,736
0.35% 74
2024
Q2
$680K Hold
5,736
0.35% 76
2024
Q1
$704K Hold
5,736
0.37% 75
2023
Q4
$683K Hold
5,736
0.38% 73
2023
Q3
$662K Hold
5,736
0.34% 91
2023
Q2
$642K Hold
5,736
0.32% 93
2023
Q1
$657K Buy
5,736
+801
+16% +$91.8K 0.34% 92
2022
Q4
$570K Buy
+4,935
New +$570K 0.38% 70