JFS Wealth 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 | $37.8K | Buy |
260
+2
| +0.8% | +$291 | ﹤0.01% | 524 |
|
|
2025
Q1 | $39.8K | Hold |
258
| – | – | ﹤0.01% | 517 |
|
|
2024
Q4 | $36.2K | Sell |
258
-67
| -21% | -$9.4K | ﹤0.01% | 519 |
|
|
2024
Q3 | $43.6K | Buy |
325
+3
| +0.9% | +$403 | ﹤0.01% | 492 |
|
|
2024
Q2 | $38.2K | Sell |
322
-16
| -5% | -$1.9K | ﹤0.01% | 465 |
|
|
2024
Q1 | $41.5K | Sell |
338
-11
| -3% | -$1.35K | ﹤0.01% | 463 |
|
|
2023
Q4 | $41.6K | Buy |
349
+113
| +48% | +$13.5K | ﹤0.01% | 436 |
|
|
2023
Q3 | $27.2K | Sell |
236
-16
| -6% | -$1.85K | ﹤0.01% | 477 |
|
|
2023
Q2 | $28.2K | Buy |
252
+42
| +20% | +$4.7K | ﹤0.01% | 463 |
|
|
2023
Q1 | $24.1K | Sell |
210
-48
| -19% | -$5.5K | ﹤0.01% | 488 |
|
|
2022
Q4 | $29.8K | Buy |
258
+12
| +5% | +$1.39K | ﹤0.01% | 446 |
|
|
2022
Q3 | $28K | Sell |
246
-58
| -19% | -$6.6K | ﹤0.01% | 495 |
|
|
2022
Q2 | $35K | Buy |
304
+7
| +2% | +$806 | ﹤0.01% | 466 |
|
|
2022
Q1 | $41K | Buy |
297
+94
| +46% | +$13K | ﹤0.01% | 466 |
|
|
2021
Q4 | $28K | Buy |
203
+55
| +37% | +$7.59K | ﹤0.01% | 512 |
|
|
2021
Q3 | $17K | Hold |
148
| – | – | ﹤0.01% | 569 |
|
|
2021
Q2 | $16K | Hold |
148
| – | – | ﹤0.01% | 398 |
|
|
2021
Q1 | $15K | Hold |
148
| – | – | ﹤0.01% | 377 |
|
|
2020
Q4 | $14K | Hold |
148
| – | – | ﹤0.01% | 383 |
|
|
2020
Q3 | $12K | Hold |
148
| – | – | ﹤0.01% | 385 |
|
|
2020
Q2 | $11K | Hold |
148
| – | – | ﹤0.01% | 376 |
|
|
2020
Q1 | $9K | Hold |
148
| – | – | ﹤0.01% | 357 |
|
|
2019
Q4 | $13K | Hold |
148
| – | – | ﹤0.01% | 356 |
|
|
2019
Q3 | $12K | Hold |
148
| – | – | ﹤0.01% | 359 |
|
|
2019
Q2 | $12K | Hold |
148
| – | – | ﹤0.01% | 353 |
|
|
2019
Q1 | $12K | Hold |
148
| – | – | ﹤0.01% | 346 |
|
|
2018
Q4 | $10K | Hold |
148
| – | – | ﹤0.01% | 347 |
|
|
2018
Q3 | $11K | Hold |
148
| – | – | ﹤0.01% | 398 |
|
|
2018
Q2 | $10K | Buy |
+148
| New | +$10K | ﹤0.01% | 365 |
|
|
2016
Q2 | – | Sell |
-16
| Closed | -$1K | – | 592 |
|
|
2016
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 590 |
|