J.W. Cole Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
16,657
+431
| +3% | +$62.7K | 0.05% | 352 |
|
|
2025
Q1 | $2.5M | Buy |
16,226
+11,473
| +241% | +$1.77M | 0.08% | 261 |
|
|
2024
Q4 | $666K | Buy |
4,753
+20
| +0.4% | +$2.8K | 0.03% | 529 |
|
|
2024
Q3 | $635K | Sell |
4,733
-247
| -5% | -$33.1K | 0.03% | 520 |
|
|
2024
Q2 | $590K | Sell |
4,980
-39
| -0.8% | -$4.62K | 0.03% | 484 |
|
|
2024
Q1 | $616K | Buy |
5,019
+199
| +4% | +$24.4K | 0.03% | 468 |
|
|
2023
Q4 | $574K | Buy |
4,820
+2
| +0% | +$238 | 0.03% | 446 |
|
|
2023
Q3 | $556K | Buy |
4,818
+134
| +3% | +$15.5K | 0.04% | 390 |
|
|
2023
Q2 | $524K | Buy |
4,684
+70
| +2% | +$7.83K | 0.04% | 414 |
|
|
2023
Q1 | $529K | Buy |
4,614
+525
| +13% | +$60.2K | 0.04% | 433 |
|
|
2022
Q4 | $473K | Buy |
4,089
+2
| +0% | +$231 | 0.04% | 436 |
|
|
2022
Q3 | $459K | Sell |
4,087
-13
| -0.3% | -$1.46K | 0.04% | 418 |
|
|
2022
Q2 | $467K | Sell |
4,100
-434
| -10% | -$49.4K | 0.04% | 424 |
|
|
2022
Q1 | $619K | Buy |
4,534
+575
| +15% | +$78.5K | 0.04% | 394 |
|
|
2021
Q4 | $540K | Sell |
3,959
-145
| -4% | -$19.8K | 0.04% | 435 |
|
|
2021
Q3 | $462K | Buy |
4,104
+159
| +4% | +$17.9K | 0.03% | 272 |
|
|
2021
Q2 | $423K | Buy |
3,945
+1,506
| +62% | +$161K | 0.03% | 480 |
|
|
2021
Q1 | $239K | Buy |
2,439
+53
| +2% | +$5.19K | 0.02% | 581 |
|
|
2020
Q4 | $222K | Sell |
2,386
-3,812
| -62% | -$355K | 0.02% | 566 |
|
|
2020
Q3 | $494K | Buy |
+6,198
| New | +$494K | 0.04% | 423 |
|
|
2020
Q1 | – | Sell |
-3,308
| Closed | -$281K | – | 379 |
|
|
2019
Q4 | $281K | Buy |
+3,308
| New | +$281K | 0.04% | 428 |
|