Fragasso Financial 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 | $1.87M | Sell |
12,880
-1,078
| -8% | -$157K | 0.13% | 81 |
|
2025
Q1 | $2.15M | Buy |
13,958
+12,451
| +826% | +$1.92M | 0.16% | 68 |
|
2024
Q4 | $211K | Buy |
+1,507
| New | +$211K | 0.02% | 251 |
|
2022
Q4 | – | Sell |
-2,657
| Closed | -$298K | – | 213 |
|
2022
Q3 | $298K | Buy |
2,657
+165
| +7% | +$18.5K | 0.04% | 141 |
|
2022
Q2 | $284K | Buy |
2,492
+17
| +0.7% | +$1.94K | 0.04% | 148 |
|
2022
Q1 | $338K | Buy |
2,475
+14
| +0.6% | +$1.91K | 0.04% | 135 |
|
2021
Q4 | $336K | Buy |
+2,461
| New | +$336K | 0.04% | 139 |
|