Foundations Investment 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
$423K Buy
2,909
+1,167
+67% +$170K 0.01% 635
2025
Q1
$269K Buy
+1,742
New +$269K 0.01% 744
2022
Q1
Sell
-1,863
Closed -$239K 365
2021
Q4
$239K Buy
+1,863
New +$239K 0.01% 309