Integrated Wealth Concepts’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 | Buy |
13,119
+4,422
| +51% | +$643K | 0.02% | 633 |
|
|
2025
Q1 | $1.34M | Sell |
8,697
-4,757
| -35% | -$734K | 0.02% | 701 |
|
|
2024
Q4 | $1.89M | Buy |
13,454
+27
| +0.2% | +$3.79K | 0.02% | 581 |
|
|
2024
Q3 | $1.8M | Buy |
13,427
+703
| +6% | +$94.3K | 0.02% | 577 |
|
|
2024
Q2 | $1.51M | Sell |
12,724
-48
| -0.4% | -$5.69K | 0.02% | 602 |
|
|
2024
Q1 | $1.57M | Buy |
12,772
+2,058
| +19% | +$253K | 0.02% | 590 |
|
|
2023
Q4 | $1.28M | Sell |
10,714
-311
| -3% | -$37K | 0.02% | 630 |
|
|
2023
Q3 | $1.27M | Buy |
11,025
+1,388
| +14% | +$160K | 0.02% | 596 |
|
|
2023
Q2 | $1.08M | Sell |
9,637
-440
| -4% | -$49.2K | 0.02% | 649 |
|
|
2023
Q1 | $1.16M | Buy |
10,077
+5,401
| +116% | +$619K | 0.02% | 559 |
|
|
2022
Q4 | $540K | Buy |
4,676
+266
| +6% | +$30.7K | 0.01% | 641 |
|
|
2022
Q3 | $495K | Buy |
+4,410
| New | +$495K | 0.02% | 596 |
|
|
2022
Q2 | – | Sell |
-2,557
| Closed | -$349K | – | 1052 |
|
|
2022
Q1 | $349K | Sell |
2,557
-3,172
| -55% | -$433K | 0.01% | 694 |
|
|
2021
Q4 | $782K | Buy |
5,729
+133
| +2% | +$18.2K | 0.02% | 493 |
|
|
2021
Q3 | $629K | Buy |
5,596
+214
| +4% | +$24.1K | 0.02% | 521 |
|
|
2021
Q2 | $577K | Buy |
5,382
+1,013
| +23% | +$109K | 0.02% | 505 |
|
|
2021
Q1 | $428K | Buy |
4,369
+1,920
| +78% | +$188K | 0.02% | 510 |
|
|
2020
Q4 | $228K | Buy |
+2,449
| New | +$228K | 0.01% | 572 |
|