HB 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 | $1.64M | Sell |
11,277
-2,382
| -17% | -$346K | 0.01% | 410 |
|
|
2025
Q1 | $2.11M | Buy |
13,659
+2,242
| +20% | +$346K | 0.02% | 361 |
|
|
2024
Q4 | $1.6M | Buy |
11,417
+1,564
| +16% | +$219K | 0.02% | 320 |
|
|
2024
Q3 | $1.32M | Buy |
9,853
+784
| +9% | +$105K | 0.01% | 339 |
|
|
2024
Q2 | $1.08M | Buy |
9,069
+3,562
| +65% | +$422K | 0.01% | 355 |
|
|
2024
Q1 | $676K | Buy |
5,507
+379
| +7% | +$46.5K | 0.01% | 418 |
|
|
2023
Q4 | $611K | Sell |
5,128
-422
| -8% | -$50.3K | 0.01% | 406 |
|
|
2023
Q3 | $640K | Buy |
5,550
+667
| +14% | +$76.9K | 0.01% | 375 |
|
|
2023
Q2 | $546K | Buy |
4,883
+78
| +2% | +$8.73K | 0.01% | 393 |
|
|
2023
Q1 | $551K | Sell |
4,805
-332
| -6% | -$38K | 0.01% | 392 |
|
|
2022
Q4 | $594K | Buy |
5,137
+1,407
| +38% | +$163K | 0.01% | 359 |
|
|
2022
Q3 | $419K | Buy |
3,730
+783
| +27% | +$88K | 0.01% | 369 |
|
|
2022
Q2 | $336K | Buy |
2,947
+544
| +23% | +$62K | 0.01% | 418 |
|
|
2022
Q1 | $328K | Buy |
2,403
+441
| +22% | +$60.2K | 0.01% | 433 |
|
|
2021
Q4 | $268K | Buy |
+1,962
| New | +$268K | 0.01% | 410 |
|