GoalVest Advisory’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $150K | Sell |
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|
2025
Q3 | $202K | Hold |
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|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $195K | Buy |
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|
2024
Q3 | $181K | Hold |
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|
2024
Q2 | $160K | Hold |
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|
2024
Q1 | $166K | Buy |
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|
2023
Q4 | $139K | Buy |
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|
2023
Q3 | $86.8K | Buy |
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|
2023
Q2 | $79.8K | Buy |
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|
2023
Q1 | $61.3K | Hold |
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|
2022
Q4 | $61.8K | Hold |
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|
2022
Q3 | $60K | Hold |
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|
2022
Q2 | $62K | Hold |
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|
2022
Q1 | $73K | Buy |
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|
2021
Q2 | $43K | Hold |
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|
2021
Q1 | $39K | Sell |
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|
2020
Q4 | $58K | Buy |
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