GeoWealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Sell |
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|
2025
Q1 | $315K | Sell |
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|
2024
Q4 | $578K | Buy |
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|
2024
Q3 | $542K | Sell |
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|
2024
Q2 | $486K | Buy |
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|
2024
Q1 | $474K | Buy |
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|
2023
Q4 | $453K | Buy |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $355K | Sell |
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|
2022
Q3 | $465K | Sell |
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|
2022
Q2 | $563K | Sell |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $527K | Sell |
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|
2021
Q2 | $511K | Buy |
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|
2021
Q1 | $399K | Sell |
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|
2020
Q4 | $406K | Buy |
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|
2020
Q3 | $331K | Sell |
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|
2020
Q2 | $324K | Buy |
|