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 |
|