GeoWealth 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 | $257K | Sell |
1,767
-275
| -13% | -$40K | 0.01% | 588 |
|
|
2025
Q1 | $315K | Sell |
2,042
-2,078
| -50% | -$321K | 0.01% | 541 |
|
|
2024
Q4 | $578K | Buy |
4,120
+84
| +2% | +$11.8K | 0.02% | 436 |
|
|
2024
Q3 | $542K | Sell |
4,036
-60
| -1% | -$8.05K | 0.02% | 453 |
|
|
2024
Q2 | $486K | Buy |
4,096
+238
| +6% | +$28.2K | 0.02% | 436 |
|
|
2024
Q1 | $474K | Buy |
3,858
+59
| +2% | +$7.25K | 0.02% | 448 |
|
|
2023
Q4 | $453K | Buy |
3,799
+1,890
| +99% | +$225K | 0.04% | 346 |
|
|
2023
Q3 | $220K | Hold |
1,909
| – | – | 0.02% | 275 |
|
|
2023
Q2 | $214K | Sell |
1,909
-12
| -0.6% | -$1.35K | 0.02% | 239 |
|
|
2023
Q1 | $220K | Sell |
1,921
-1,155
| -38% | -$132K | 0.03% | 203 |
|
|
2022
Q4 | $355K | Sell |
3,076
-1,088
| -26% | -$126K | 0.04% | 173 |
|
|
2022
Q3 | $465K | Sell |
4,164
-774
| -16% | -$86.4K | 0.05% | 176 |
|
|
2022
Q2 | $563K | Sell |
4,938
-3,743
| -43% | -$427K | 0.08% | 147 |
|
|
2022
Q1 | $1.18M | Sell |
8,681
-1,972
| -19% | -$269K | 0.1% | 131 |
|
|
2021
Q4 | $1.45M | Buy |
10,653
+5,963
| +127% | +$814K | 0.12% | 123 |
|
|
2021
Q3 | $527K | Sell |
4,690
-76
| -2% | -$8.54K | 0.04% | 209 |
|
|
2021
Q2 | $511K | Buy |
4,766
+693
| +17% | +$74.3K | 0.06% | 144 |
|
|
2021
Q1 | $399K | Sell |
4,073
-214
| -5% | -$21K | 0.06% | 140 |
|
|
2020
Q4 | $406K | Buy |
4,287
+286
| +7% | +$27.1K | 0.07% | 154 |
|
|
2020
Q3 | $331K | Sell |
4,001
-271
| -6% | -$22.4K | 0.1% | 113 |
|
|
2020
Q2 | $324K | Buy |
+4,272
| New | +$324K | 0.13% | 117 |
|