Heritage Wealth Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Sell |
2,753
-57
| -2% | -$8.29K | 0.02% | 152 |
|
|
2025
Q1 | $434K | Hold |
2,810
| – | – | 0.02% | 137 |
|
|
2024
Q4 | $394K | Sell |
2,810
-109
| -4% | -$15.3K | 0.02% | 151 |
|
|
2024
Q3 | $392K | Buy |
2,919
+43
| +1% | +$5.77K | 0.02% | 158 |
|
|
2024
Q2 | $341K | Sell |
2,876
-245
| -8% | -$29K | 0.02% | 159 |
|
|
2024
Q1 | $383K | Sell |
3,121
-57
| -2% | -$7K | 0.02% | 163 |
|
|
2023
Q4 | $379K | Buy |
3,178
+870
| +38% | +$104K | 0.02% | 164 |
|
|
2023
Q3 | $266K | Buy |
2,308
+1,408
| +156% | +$162K | 0.01% | 173 |
|
|
2023
Q2 | $101K | Hold |
900
| – | – | 0.01% | 254 |
|
|
2023
Q1 | $103K | Buy |
900
+25
| +3% | +$2.87K | 0.01% | 258 |
|
|
2022
Q4 | $101K | Hold |
875
| – | – | 0.01% | 262 |
|
|
2022
Q3 | $98.2K | Hold |
875
| – | – | 0.01% | 252 |
|
|
2022
Q2 | $100K | Hold |
875
| – | – | 0.01% | 258 |
|
|
2022
Q1 | $119K | Hold |
875
| – | – | 0.01% | 235 |
|
|
2021
Q4 | $119K | Hold |
875
| – | – | 0.01% | 246 |
|
|
2021
Q3 | $98.4K | Hold |
875
| – | – | 0.01% | 254 |
|
|
2021
Q2 | $93.9K | Hold |
875
| – | – | 0.01% | 262 |
|
|
2021
Q1 | $85.8K | Hold |
875
| – | – | 0.01% | 276 |
|
|
2020
Q4 | $82K | Hold |
875
| – | – | 0.01% | 279 |
|
|
2020
Q3 | $69.8K | Hold |
875
| – | – | 0.01% | 242 |
|
|
2020
Q2 | $66.3K | Hold |
875
| – | – | 0.01% | 238 |
|
|
2020
Q1 | $55.1K | Hold |
875
| – | – | 0.01% | 248 |
|
|
2019
Q4 | $74.4K | Buy |
875
+175
| +25% | +$14.9K | 0.01% | 265 |
|
|
2019
Q3 | $57K | Buy |
+700
| New | +$57K | 0.01% | 261 |
|