Hartford Financial 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
$1.48M Sell
10,192
-387
-4% -$56.3K 0.41% 63
2025
Q1
$1.63M Hold
10,579
0.34% 84
2024
Q4
$1.48M Sell
10,579
-827
-7% -$116K 0.3% 93
2024
Q3
$1.53M Buy
11,406
+4
+0% +$537 0.31% 93
2024
Q2
$1.35M Sell
11,402
-416
-4% -$49.3K 0.29% 96
2024
Q1
$1.45M Buy
11,818
+30
+0.3% +$3.68K 0.31% 94
2023
Q4
$1.4M Sell
11,788
-309
-3% -$36.8K 0.32% 91
2023
Q3
$1.4M Buy
12,097
+122
+1% +$14.1K 0.36% 86
2023
Q2
$1.34M Sell
11,975
-1,001
-8% -$112K 0.33% 89
2023
Q1
$1.49M Hold
12,976
0.38% 84
2022
Q4
$1.5M Hold
12,976
0.4% 86
2022
Q3
$1.46M Hold
12,976
0.43% 78
2022
Q2
$1.48M Hold
12,976
0.41% 83
2022
Q1
$1.77M Hold
12,976
0.43% 85
2021
Q4
$1.77M Sell
12,976
-183
-1% -$25K 0.41% 84
2021
Q3
$1.48M Sell
13,159
-19
-0.1% -$2.14K 0.38% 86
2021
Q2
$1.41M Sell
13,178
-309
-2% -$33.2K 0.35% 91
2021
Q1
$1.32M Hold
13,487
0.33% 93
2020
Q4
$1.26M Sell
13,487
-7
-0.1% -$652 0.33% 92
2020
Q3
$1.08M Sell
13,494
-100
-0.7% -$7.97K 0.32% 95
2020
Q2
$1.03M Sell
13,594
-400
-3% -$30.3K 0.33% 93
2020
Q1
$881K Sell
13,994
-383
-3% -$24.1K 0.35% 88
2019
Q4
$1.22M Sell
14,377
-10
-0.1% -$851 0.38% 83
2019
Q3
$1.19M Hold
14,387
0.4% 83
2019
Q2
$1.18M Sell
14,387
-100
-0.7% -$8.23K 0.4% 82
2019
Q1
$1.16M Sell
14,487
-1,370
-9% -$110K 0.4% 87
2018
Q4
$1.03M Sell
15,857
-1,700
-10% -$111K 0.39% 84
2018
Q3
$1.29M Hold
17,557
0.44% 78
2018
Q2
$1.2M Sell
17,557
-273
-2% -$18.7K 0.43% 83
2018
Q1
$1.1M Sell
17,830
-283
-2% -$17.4K 0.56% 56
2017
Q4
$1.23M Sell
18,113
-30
-0.2% -$2.04K 0.61% 54
2017
Q3
$1.09M Buy
18,143
+100
+0.6% +$5.99K 0.55% 57
2017
Q2
$1.03M Hold
18,043
0.46% 66
2017
Q1
$1.06M Sell
18,043
-200
-1% -$11.8K 0.64% 55
2016
Q4
$1.11M Hold
18,243
0.66% 53
2016
Q3
$1.06M Buy
18,243
+212
+1% +$12.3K 0.64% 57
2016
Q2
$1.07M Buy
18,031
+150
+0.8% +$8.92K 0.65% 54
2016
Q1
$965K Buy
17,881
+2,261
+14% +$122K 0.6% 57
2015
Q4
$826K Hold
15,620
0.52% 61
2015
Q3
$743K Buy
15,620
+200
+1% +$9.51K 0.5% 61
2015
Q2
$722K Buy
15,420
+50
+0.3% +$2.34K 0.42% 70
2015
Q1
$762K Buy
15,370
+370
+2% +$18.3K 0.47% 70
2014
Q4
$692K Buy
15,000
+850
+6% +$39.2K 0.43% 69
2014
Q3
$625K Buy
14,150
+550
+4% +$24.3K 0.37% 77
2014
Q2
$565K Buy
13,600
+1,800
+15% +$74.8K 0.34% 81
2014
Q1
$502K Buy
11,800
+400
+4% +$17K 0.33% 78
2013
Q4
$519K Sell
11,400
-400
-3% -$18.2K 0.34% 76
2013
Q3
$479K Hold
11,800
0.33% 79
2013
Q2
$431K Buy
+11,800
New +$431K 0.3% 83