Holos Integrated Wealth’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
1,503
-204
-12% -$28.8K 0.13% 61
2025
Q1
$263K Hold
1,707
0.17% 53
2024
Q4
$239K Buy
+1,707
New +$239K 0.16% 48