Golden State Wealth 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 | $57.6K | Hold |
396
| – | – | 0.01% | 615 |
|
|
2025
Q1 | $61.1K | Sell |
396
-23
| -5% | -$3.55K | 0.01% | 552 |
|
|
2024
Q4 | $58.8K | Buy |
+419
| New | +$58.8K | 0.01% | 551 |
|
|
2022
Q1 | – | Sell |
-2,131
| Closed | -$291K | – | 346 |
|
|
2021
Q4 | $291K | Buy |
+2,131
| New | +$291K | 0.05% | 289 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$13K | – | 672 |
|
|
2020
Q1 | $13K | Buy |
+200
| New | +$13K | 0.01% | 574 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$17K | – | 653 |
|
|
2019
Q3 | $17K | Sell |
200
-200
| -50% | -$17K | 0.01% | 647 |
|
|
2019
Q2 | $32K | Hold |
400
| – | – | 0.01% | 542 |
|
|
2019
Q1 | $32K | Buy |
+400
| New | +$32K | 0.01% | 535 |
|