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 |
|