Independent Advisor Alliance’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Sell
8,374
-1,413
-14% -$206K 0.04% 371
2025
Q1
$1.51M Sell
9,787
-55
-0.6% -$8.49K 0.05% 295
2024
Q4
$1.38M Buy
9,842
+1,222
+14% +$171K 0.02% 627
2024
Q3
$1.16M Sell
8,620
-126
-1% -$16.9K 0.04% 304
2024
Q2
$1.04M Buy
8,746
+845
+11% +$100K 0.04% 322
2024
Q1
$970K Buy
7,901
+18
+0.2% +$2.21K 0.04% 328
2023
Q4
$939K Sell
7,883
-638
-7% -$76K 0.03% 319
2023
Q3
$983K Sell
8,521
-963
-10% -$111K 0.04% 294
2023
Q2
$1.06M Sell
9,484
-762
-7% -$85.2K 0.05% 296
2023
Q1
$1.17M Sell
10,246
-412
-4% -$47.2K 0.06% 271
2022
Q4
$1.23K Sell
10,658
-794
-7% -$92 ﹤0.01% 288
2022
Q3
$1.29M Sell
11,452
-116
-1% -$13K 0.07% 228
2022
Q2
$1.32M Sell
11,568
-5,129
-31% -$584K 0.07% 220
2022
Q1
$2.28M Buy
16,697
+5,331
+47% +$728K 0.11% 164
2021
Q4
$1.55M Sell
11,366
-473
-4% -$64.5K 0.08% 202
2021
Q3
$1.33M Buy
11,839
+1,709
+17% +$192K 0.07% 220
2021
Q2
$1.09M Buy
10,130
+1,238
+14% +$133K 0.06% 268
2021
Q1
$872K Buy
8,892
+49
+0.6% +$4.81K 0.05% 277
2020
Q4
$824K Buy
8,843
+406
+5% +$37.8K 0.06% 248
2020
Q3
$673K Sell
8,437
-888
-10% -$70.8K 0.05% 239
2020
Q2
$706K Sell
9,325
-1,505
-14% -$114K 0.08% 208
2020
Q1
$681K Sell
10,830
-292
-3% -$18.4K 0.1% 170
2019
Q4
$946K Buy
11,122
+3,732
+51% +$317K 0.04% 380
2019
Q3
$612K Buy
7,390
+2,020
+38% +$167K 0.07% 221
2019
Q2
$442K Buy
5,370
+914
+21% +$75.2K 0.06% 235
2019
Q1
$357K Sell
4,456
-54
-1% -$4.33K 0.05% 278
2018
Q4
$294K Buy
4,510
+1,144
+34% +$74.6K 0.05% 294
2018
Q3
$242K Buy
3,366
+26
+0.8% +$1.87K 0.04% 291
2018
Q2
$223K Sell
3,340
-21
-0.6% -$1.4K 0.05% 288
2018
Q1
$203K Buy
3,361
+257
+8% +$15.5K 0.05% 311
2017
Q4
$212K Buy
+3,104
New +$212K 0.05% 290