Heritage Financial Services’s Paychex PAYX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$572K	Hold	3,932	–	–	0.06%	62
2025 Q1	$607K	Buy	+3,932	New	+$607K	0.06%	58
2022 Q3	–	Sell	-232	Closed	-$26K	–	348
2022 Q2	$26K	Buy	+232	New	+$26K	0.01%	217