GoalVest Advisory’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
1,593
-40
| -2% | -$5.82K | 0.06% | 119 |
|
|
2025
Q1 | $252K | Buy |
1,633
+245
| +18% | +$37.8K | 0.07% | 107 |
|
|
2024
Q4 | $195K | Buy |
1,388
+40
| +3% | +$5.61K | 0.05% | 114 |
|
|
2024
Q3 | $181K | Hold |
1,348
| – | – | 0.05% | 116 |
|
|
2024
Q2 | $160K | Hold |
1,348
| – | – | 0.05% | 115 |
|
|
2024
Q1 | $166K | Buy |
1,348
+180
| +15% | +$22.1K | 0.06% | 117 |
|
|
2023
Q4 | $139K | Buy |
1,168
+415
| +55% | +$49.4K | 0.06% | 81 |
|
|
2023
Q3 | $86.8K | Buy |
753
+40
| +6% | +$4.61K | 0.04% | 114 |
|
|
2023
Q2 | $79.8K | Buy |
713
+178
| +33% | +$19.9K | 0.04% | 115 |
|
|
2023
Q1 | $61.3K | Hold |
535
| – | – | 0.04% | 105 |
|
|
2022
Q4 | $61.8K | Hold |
535
| – | – | 0.04% | 101 |
|
|
2022
Q3 | $60K | Hold |
535
| – | – | 0.04% | 105 |
|
|
2022
Q2 | $62K | Hold |
535
| – | – | 0.04% | 156 |
|
|
2022
Q1 | $73K | Buy |
+535
| New | +$73K | 0.04% | 143 |
|
|
2021
Q2 | $43K | Hold |
400
| – | – | 0.03% | 152 |
|
|
2021
Q1 | $39K | Sell |
400
-220
| -35% | -$21.5K | 0.03% | 130 |
|
|
2020
Q4 | $58K | Buy |
+620
| New | +$58K | 0.05% | 112 |
|