Global Retirement Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
+13,837
| New | +$2.01M | 0.05% | 335 |
|
|
2024
Q4 | $1.81M | Sell |
12,901
-816
| -6% | -$114K | 0.05% | 317 |
|
|
2024
Q3 | $1.84M | Sell |
13,717
-960
| -7% | -$129K | 0.06% | 300 |
|
|
2024
Q2 | $1.74M | Buy |
14,677
+8,908
| +154% | +$1.06M | 0.05% | 296 |
|
|
2024
Q1 | $708K | Sell |
5,769
-260
| -4% | -$31.9K | 0.03% | 444 |
|
|
2023
Q4 | $722K | Buy |
6,029
+243
| +4% | +$29.1K | 0.03% | 408 |
|
|
2023
Q3 | $667K | Buy |
5,786
+59
| +1% | +$6.8K | 0.03% | 375 |
|
|
2023
Q2 | $641K | Buy |
5,727
+70
| +1% | +$7.83K | 0.03% | 397 |
|
|
2023
Q1 | $609K | Buy |
5,657
+519
| +10% | +$55.9K | 0.03% | 387 |
|
|
2022
Q4 | $594K | Buy |
5,138
+508
| +11% | +$58.7K | 0.04% | 345 |
|
|
2022
Q3 | $548K | Buy |
4,630
+406
| +10% | +$48.1K | 0.04% | 341 |
|
|
2022
Q2 | $481K | Sell |
4,224
-8
| -0.2% | -$911 | 0.04% | 361 |
|
|
2022
Q1 | $499K | Buy |
+4,232
| New | +$499K | 0.04% | 356 |
|
|
2021
Q4 | – | Sell |
-1,363
| Closed | -$153K | – | 1320 |
|
|
2021
Q3 | $153K | Buy |
1,363
+140
| +11% | +$15.7K | 0.02% | 536 |
|
|
2021
Q2 | $131K | Sell |
1,223
-170
| -12% | -$18.2K | 0.01% | 557 |
|
|
2021
Q1 | $136K | Sell |
1,393
-153
| -10% | -$14.9K | 0.02% | 493 |
|
|
2020
Q4 | $144K | Sell |
1,546
-49
| -3% | -$4.56K | 0.02% | 454 |
|
|
2020
Q3 | $127K | Sell |
1,595
-13
| -0.8% | -$1.04K | 0.02% | 440 |
|
|
2020
Q2 | $122K | Buy |
1,608
+40
| +3% | +$3.04K | 0.02% | 446 |
|
|
2020
Q1 | $99K | Buy |
1,568
+355
| +29% | +$22.4K | 0.02% | 432 |
|
|
2019
Q4 | $103K | Buy |
1,213
+129
| +12% | +$11K | 0.02% | 474 |
|
|
2019
Q3 | $90K | Sell |
1,084
-20
| -2% | -$1.66K | 0.01% | 490 |
|
|
2019
Q2 | $91K | Sell |
1,104
-3
| -0.3% | -$247 | 0.02% | 478 |
|
|
2019
Q1 | $89K | Sell |
1,107
-103
| -9% | -$8.28K | 0.02% | 418 |
|
|
2018
Q4 | $79K | Buy |
1,210
+372
| +44% | +$24.3K | 0.02% | 421 |
|
|
2018
Q3 | $62K | Hold |
838
| – | – | 0.01% | 510 |
|
|
2018
Q2 | $57K | Buy |
838
+2
| +0.2% | +$136 | 0.01% | 511 |
|
|
2018
Q1 | $51K | Buy |
836
+30
| +4% | +$1.83K | 0.01% | 521 |
|
|
2017
Q4 | $55K | Hold |
806
| – | – | 0.02% | 476 |
|
|
2017
Q3 | $48K | Buy |
806
+72
| +10% | +$4.29K | 0.02% | 449 |
|
|
2017
Q2 | $42K | Hold |
734
| – | – | 0.02% | 442 |
|
|
2017
Q1 | $43K | Sell |
734
-961
| -57% | -$56.3K | 0.02% | 399 |
|
|
2016
Q4 | $103K | Buy |
+1,695
| New | +$103K | 0.07% | 233 |
|