Heritage Wealth Advisors’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 | $349K | Hold |
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|
2025
Q2 | $400K | Sell |
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|
2025
Q1 | $434K | Hold |
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|
2024
Q4 | $394K | Sell |
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|
2024
Q3 | $392K | Buy |
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|
2024
Q2 | $341K | Sell |
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|
2024
Q1 | $383K | Sell |
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|
2023
Q4 | $379K | Buy |
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | $101K | Hold |
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|
2023
Q1 | $103K | Buy |
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|
2022
Q4 | $101K | Hold |
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|
2022
Q3 | $98.2K | Hold |
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|
2022
Q2 | $100K | Hold |
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|
2022
Q1 | $119K | Hold |
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|
2021
Q4 | $119K | Hold |
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|
2021
Q3 | $98.4K | Hold |
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|
2021
Q2 | $93.9K | Hold |
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|
2021
Q1 | $85.8K | Hold |
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|
2020
Q4 | $82K | Hold |
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|
2020
Q3 | $69.8K | Hold |
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|
2020
Q2 | $66.3K | Hold |
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|
2020
Q1 | $55.1K | Hold |
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|
2019
Q4 | $74.4K | Buy |
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|
2019
Q3 | $57K | Buy |
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