Heritage Financial Services’s Paychex PAYX Stock Holding History

Heritage Financial Services’s Portfolio PAYX Stock Details PAYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$499K	Buy
2025 Q2	$572K	Hold
2025 Q1	$607K	Buy
2022 Q3	–	Sell
2022 Q2	$26K	Buy