Jackson Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Buy |
26,459
+229
| +0.9% | +$33.3K | 0.42% | 55 |
|
|
2025
Q1 | $4.05M | Sell |
26,230
-209
| -0.8% | -$32.2K | 0.49% | 51 |
|
|
2024
Q4 | $3.71M | Buy |
+26,439
| New | +$3.71M | 0.42% | 57 |
|
|
2024
Q3 | – | Sell |
-4,310
| Closed | -$511K | – | 165 |
|
|
2024
Q2 | $511K | Sell |
4,310
-3,897
| -47% | -$462K | 0.11% | 92 |
|
|
2024
Q1 | $1.01M | Buy |
8,207
+556
| +7% | +$68.3K | 0.13% | 86 |
|
|
2023
Q4 | $911K | Sell |
7,651
-46
| -0.6% | -$5.48K | 0.12% | 89 |
|
|
2023
Q3 | $888K | Buy |
7,697
+63
| +0.8% | +$7.27K | 0.13% | 87 |
|
|
2023
Q2 | $854K | Buy |
7,634
+268
| +4% | +$30K | 0.13% | 80 |
|
|
2023
Q1 | $844K | Buy |
7,366
+636
| +9% | +$72.9K | 0.63% | 55 |
|
|
2022
Q4 | $778K | Sell |
6,730
-3,985
| -37% | -$461K | 0.29% | 63 |
|
|
2022
Q3 | $1.2M | Buy |
10,715
+6,602
| +161% | +$741K | 0.24% | 72 |
|
|
2022
Q2 | $468K | Sell |
4,113
-8,505
| -67% | -$968K | 0.22% | 79 |
|
|
2022
Q1 | $1.72M | Sell |
12,618
-19,851
| -61% | -$2.71M | 0.24% | 81 |
|
|
2021
Q4 | $4.43M | Buy |
+32,469
| New | +$4.43M | 0.56% | 50 |
|
|
2017
Q3 | – | Sell |
-45,625
| Closed | -$2.59M | – | 88 |
|
|
2017
Q2 | $2.59M | Buy |
45,625
+3,395
| +8% | +$193K | 0.82% | 26 |
|
|
2017
Q1 | $2.46M | Buy |
42,230
+1,451
| +4% | +$84.4K | 0.89% | 24 |
|
|
2016
Q4 | $2.48M | Sell |
40,779
-430
| -1% | -$26.2K | 0.97% | 24 |
|
|
2016
Q3 | $2.31M | Buy |
41,209
+1,100
| +3% | +$61.7K | 0.88% | 26 |
|
|
2016
Q2 | $2.39M | Buy |
40,109
+334
| +0.8% | +$19.9K | 0.89% | 27 |
|
|
2016
Q1 | $2.11M | Sell |
39,775
-1,599
| -4% | -$84.9K | 0.81% | 30 |
|
|
2015
Q4 | $1.96M | Sell |
41,374
-900
| -2% | -$42.7K | 0.78% | 32 |
|
|
2015
Q3 | $2.01M | Sell |
42,274
-2,527
| -6% | -$120K | 0.72% | 37 |
|
|
2015
Q2 | $2.1M | Sell |
44,801
-1,942
| -4% | -$90.9K | 0.71% | 34 |
|
|
2015
Q1 | $2.32M | Buy |
+46,743
| New | +$2.32M | 0.75% | 32 |
|