Gradient Investments’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-410
| Closed | -$48.6K | – | 993 |
|
|
2024
Q2 | $48.6K | Buy |
410
+227
| +124% | +$27.7K | ﹤0.01% | 502 |
|
|
2024
Q1 | $22.4K | Sell |
183
-61
| -25% | -$7.4K | ﹤0.01% | 526 |
|
|
2023
Q4 | $29K | Sell |
244
-107
| -30% | -$12.7K | ﹤0.01% | 646 |
|
|
2023
Q3 | $40.5K | Buy |
351
+100
| +40% | +$12.1K | ﹤0.01% | 547 |
|
|
2023
Q2 | $28.1K | Buy |
251
+56
| +29% | +$6.13K | ﹤0.01% | 621 |
|
|
2023
Q1 | $22.3K | Buy |
195
+5
| +3% | +$569 | ﹤0.01% | 659 |
|
|
2022
Q4 | $21.9K | Sell |
190
-222
| -54% | -$26K | ﹤0.01% | 675 |
|
|
2022
Q3 | $46K | Buy |
412
+45
| +12% | +$5.58K | ﹤0.01% | 494 |
|
|
2022
Q2 | $42K | Sell |
367
-44
| -11% | -$5.53K | ﹤0.01% | 504 |
|
|
2022
Q1 | $56K | Sell |
411
-108,842
| -100% | -$13.4M | ﹤0.01% | 455 |
|
|
2021
Q4 | $14.9M | Sell |
109,253
-3,548
| -3% | -$439K | 0.38% | 59 |
|
|
2021
Q3 | $12.7M | Sell |
112,801
-3,626
| -3% | -$407K | 0.36% | 68 |
|
|
2021
Q2 | $12.5M | Buy |
116,427
+3,405
| +3% | +$342K | 0.37% | 55 |
|
|
2021
Q1 | $11.1M | Sell |
113,022
-7,562
| -6% | -$696K | 0.36% | 68 |
|
|
2020
Q4 | $9.62M | Sell |
120,584
-1,699
| -1% | -$151K | 0.41% | 66 |
|
|
2020
Q3 | $9.75M | Buy |
122,283
+1,510
| +1% | +$113K | 0.41% | 66 |
|
|
2020
Q2 | $9.15M | Buy |
120,773
+2,546
| +2% | +$176K | 0.42% | 71 |
|
|
2020
Q1 | $7.44M | Buy |
118,227
+5,057
| +4% | +$404K | 0.4% | 69 |
|
|
2019
Q4 | $9.63M | Buy |
113,170
+112,830
| +33,185% | +$9.52M | 0.43% | 73 |
|
|
2019
Q3 | $28K | Sell |
340
-224
| -40% | -$18.6K | ﹤0.01% | 474 |
|
|
2019
Q2 | $46K | Sell |
564
-109,482
| -99% | -$9.23M | ﹤0.01% | 395 |
|
|
2019
Q1 | $8.83M | Sell |
110,046
-21,999
| -17% | -$1.62M | 0.57% | 33 |
|
|
2018
Q4 | $8.6M | Buy |
132,045
+131,455
| +22,281% | +$8.9M | 0.52% | 39 |
|
|
2018
Q3 | $43K | Buy |
590
+150
| +34% | +$10.8K | ﹤0.01% | 381 |
|
|
2018
Q2 | $30K | Buy |
440
+76
| +21% | +$4.9K | ﹤0.01% | 415 |
|
|
2018
Q1 | $22K | Buy |
364
+117
| +47% | +$7.73K | ﹤0.01% | 459 |
|
|
2017
Q4 | $17K | Buy |
+247
| New | +$16.2K | ﹤0.01% | 498 |
|
|
2017
Q3 | – | Sell |
-274
| Closed | -$16K | – | 564 |
|
|
2017
Q2 | $16K | Sell |
274
-68
| -20% | -$3.99K | ﹤0.01% | 421 |
|
|
2017
Q1 | $20K | Sell |
342
-316
| -48% | -$19.2K | ﹤0.01% | 403 |
|
|
2016
Q4 | $40K | Sell |
658
-83,306
| -99% | -$4.8M | ﹤0.01% | 285 |
|
|
2016
Q3 | $4.86M | Buy |
83,964
+3,709
| +5% | +$222K | 0.48% | 49 |
|
|
2016
Q2 | $4.78M | Buy |
80,255
+7,099
| +10% | +$380K | 0.52% | 32 |
|
|
2016
Q1 | $3.95M | Buy |
73,156
+1,399
| +2% | +$70.5K | 0.49% | 54 |
|
|
2015
Q4 | $3.79M | Sell |
71,757
-2,728
| -4% | -$143K | 0.51% | 39 |
|
|
2015
Q3 | $3.55M | Sell |
74,485
-4,060
| -5% | -$189K | 0.5% | 37 |
|
|
2015
Q2 | $3.68M | Buy |
78,545
+3,309
| +4% | +$162K | 0.5% | 51 |
|
|
2015
Q1 | $3.73M | Buy |
75,236
+2,958
| +4% | +$144K | 0.56% | 38 |
|
|
2014
Q4 | $3.34M | Buy |
72,278
+6,087
| +9% | +$281K | 0.55% | 48 |
|
|
2014
Q3 | $2.93M | Buy |
66,191
+9,162
| +16% | +$385K | 0.53% | 39 |
|
|
2014
Q2 | $2.37M | Buy |
57,029
+9,561
| +20% | +$393K | 0.46% | 72 |
|
|
2014
Q1 | $2.02M | Buy |
47,468
+47,168
| +15,723% | +$2M | 0.47% | 63 |
|
|
2013
Q4 | $14K | Buy |
+300
| New | +$12.8K | ﹤0.01% | 345 |
|
|
2013
Q3 | – | Sell |
-73
| Closed | -$3K | – | 562 |
|
|
2013
Q2 | $3K | Buy |
+73
| New | +$2.69K | ﹤0.01% | 349 |
|
Other funds holding PAYX
Gradient Investments's PAYX Position: Q3 2024 in Review
Gradient Investments sold out of Paychex (PAYX) in Q3 2024, closing a stake of 410 shares — an estimated $48.6K sold.
Gradient Investments first reported a position in PAYX in Q2 2013 and held it in 43 quarters. The position peaked at $14.9M in Q4 2021. 1,541 funds tracked by Wall St. Rank hold PAYX as of Q3 2024.
- Gradient Investments reported no remaining Paychex position as of Q3 2024 after selling out during the quarter.
- Gradient Investments sold 410 Paychex shares in Q3 2024, an estimated $48.6K.
- Gradient Investments first reported a position in Paychex in Q2 2013 and held it in 43 quarters.
- Gradient Investments's Paychex position peaked at $14.9M in Q4 2021.
- 1,541 funds tracked by Wall St. Rank held Paychex as of Q3 2024.
Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.