Heritage Trust’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $536K | Sell |
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|
2025
Q2 | $617K | Hold |
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|
2025
Q1 | $654K | Sell |
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|
2024
Q4 | $941K | Buy |
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|
2024
Q2 | $811K | Sell |
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|
2024
Q1 | $948K | Sell |
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|
2023
Q4 | $948K | Hold |
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|
2023
Q3 | $918K | Sell |
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|
2023
Q2 | $928K | Sell |
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|
2023
Q1 | $1.08M | Hold |
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|
2022
Q4 | $1.09M | Hold |
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|
2022
Q3 | $1.06M | Hold |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $3.25M | Sell |
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|
2021
Q4 | $3.29M | Sell |
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|
2021
Q3 | $2.72M | Sell |
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|
2021
Q2 | $2.64M | Sell |
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|
2021
Q1 | $2.43M | Sell |
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|
2020
Q4 | $2.33M | Sell |
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|
2020
Q3 | $2M | Buy |
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|
2020
Q2 | $1.89M | Buy |
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|
2020
Q1 | $860K | Buy |
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|
2019
Q4 | $630K | Buy |
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|
2019
Q3 | $413K | Buy |
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|
2019
Q2 | $253K | Hold |
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|
2019
Q1 | $246K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $5K | Buy |
|