IHT Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
8,223
-316
| -4% | -$46K | 0.03% | 451 |
|
|
2025
Q1 | $1.32M | Buy |
8,539
+281
| +3% | +$43.4K | 0.04% | 397 |
|
|
2024
Q4 | $1.16M | Sell |
8,258
-1,799
| -18% | -$252K | 0.04% | 408 |
|
|
2024
Q3 | $1.36M | Buy |
10,057
+997
| +11% | +$135K | 0.04% | 413 |
|
|
2024
Q2 | $1.07M | Buy |
9,060
+153
| +2% | +$18.1K | 0.04% | 417 |
|
|
2024
Q1 | $1.09M | Buy |
8,907
+1,336
| +18% | +$164K | 0.04% | 393 |
|
|
2023
Q4 | $902K | Sell |
7,571
-580
| -7% | -$69.1K | 0.04% | 417 |
|
|
2023
Q3 | $940K | Buy |
8,151
+1,650
| +25% | +$190K | 0.05% | 360 |
|
|
2023
Q2 | $727K | Buy |
6,501
+2,583
| +66% | +$289K | 0.04% | 424 |
|
|
2023
Q1 | $449K | Buy |
3,918
+258
| +7% | +$29.6K | 0.03% | 538 |
|
|
2022
Q4 | $423K | Sell |
3,660
-26
| -0.7% | -$3.01K | 0.03% | 536 |
|
|
2022
Q3 | $414K | Buy |
3,686
+724
| +24% | +$81.3K | 0.03% | 515 |
|
|
2022
Q2 | $337K | Buy |
2,962
+108
| +4% | +$12.3K | 0.03% | 493 |
|
|
2022
Q1 | $390K | Buy |
2,854
+2
| +0.1% | +$273 | 0.03% | 491 |
|
|
2021
Q4 | $389K | Sell |
2,852
-68
| -2% | -$9.28K | 0.03% | 515 |
|
|
2021
Q3 | $328K | Sell |
2,920
-10,484
| -78% | -$1.18M | 0.03% | 562 |
|
|
2021
Q2 | $1.44M | Buy |
13,404
+9,790
| +271% | +$1.05M | 0.09% | 239 |
|
|
2021
Q1 | $354K | Buy |
3,614
+41
| +1% | +$4.02K | 0.03% | 569 |
|
|
2020
Q4 | $333K | Buy |
3,573
+159
| +5% | +$14.8K | 0.03% | 527 |
|
|
2020
Q3 | $272K | Buy |
3,414
+137
| +4% | +$10.9K | 0.03% | 507 |
|
|
2020
Q2 | $248K | Sell |
3,277
-93
| -3% | -$7.04K | 0.03% | 454 |
|
|
2020
Q1 | $212K | Sell |
3,370
-475
| -12% | -$29.9K | 0.03% | 470 |
|
|
2019
Q4 | $327K | Sell |
3,845
-1,004
| -21% | -$85.4K | 0.04% | 426 |
|
|
2019
Q3 | $401K | Buy |
4,849
+1,951
| +67% | +$161K | 0.05% | 364 |
|
|
2019
Q2 | $238K | Sell |
2,898
-36
| -1% | -$2.96K | 0.03% | 454 |
|
|
2019
Q1 | $235K | Sell |
2,934
-1,517
| -34% | -$122K | 0.04% | 417 |
|
|
2018
Q4 | $290K | Buy |
4,451
+288
| +7% | +$18.8K | 0.06% | 340 |
|
|
2018
Q3 | $307K | Sell |
4,163
-6,095
| -59% | -$449K | 0.07% | 317 |
|
|
2018
Q2 | $701K | Buy |
10,258
+1,043
| +11% | +$71.3K | 0.18% | 150 |
|
|
2018
Q1 | $556K | Buy |
9,215
+1,285
| +16% | +$77.5K | 0.15% | 173 |
|
|
2017
Q4 | $541K | Buy |
7,930
+6,484
| +448% | +$442K | 0.14% | 178 |
|
|
2017
Q3 | $92K | Sell |
1,446
-339
| -19% | -$21.6K | 0.04% | 371 |
|
|
2017
Q2 | $6 | Sell |
1,785
-245
| -12% | -$1 | ﹤0.01% | 1075 |
|
|
2017
Q1 | $118K | Sell |
2,030
-202
| -9% | -$11.7K | 0.08% | 254 |
|
|
2016
Q4 | $136K | Buy |
+2,232
| New | +$136K | 0.1% | 224 |
|