Integrated Wealth Concepts’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.91M Buy
2025
Q1
$1.34M Sell
2024
Q4
$1.89M Buy
2024
Q3
$1.8M Buy
2024
Q2
$1.51M Sell
2024
Q1
$1.57M Buy
2023
Q4
$1.28M Sell
2023
Q3
$1.27M Buy
2023
Q2
$1.08M Sell
2023
Q1
$1.16M Buy
2022
Q4
$540K Buy
2022
Q3
$495K Buy
2022
Q2
Sell
2022
Q1
$349K Sell
2021
Q4
$782K Buy
2021
Q3
$629K Buy
2021
Q2
$577K Buy
2021
Q1
$428K Buy
2020
Q4
$228K Buy