Icon 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 | $1.91M | Sell |
13,162
-188
| -1% | -$27.3K | 0.14% | 119 |
|
|
2025
Q1 | $2.06M | Buy |
13,350
+1,596
| +14% | +$246K | 0.17% | 101 |
|
|
2024
Q4 | $1.65M | Buy |
11,754
+55
| +0.5% | +$7.71K | 0.14% | 113 |
|
|
2024
Q3 | $1.57M | Sell |
11,699
-14
| -0.1% | -$1.88K | 0.13% | 112 |
|
|
2024
Q2 | $1.5M | Buy |
11,713
+1,122
| +11% | +$144K | 0.13% | 115 |
|
|
2024
Q1 | $1.3M | Sell |
10,591
-1,043
| -9% | -$128K | 0.12% | 125 |
|
|
2023
Q4 | $1.39M | Buy |
+11,634
| New | +$1.39M | 0.14% | 108 |
|
|
2022
Q4 | $2.55M | Buy |
22,079
+149
| +0.7% | +$17.2K | 0.29% | 81 |
|
|
2022
Q3 | $2.46M | Buy |
+21,930
| New | +$2.46M | 0.3% | 82 |
|