Johnson & White 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 | $227K | Hold |
1,559
| – | – | 0.11% | 95 |
|
|
2025
Q1 | $241K | Hold |
1,559
| – | – | 0.14% | 90 |
|
|
2024
Q4 | $216K | Buy |
+1,559
| New | +$216K | 0.13% | 93 |
|
|
2024
Q2 | – | Sell |
-1,829
| Closed | -$225K | – | 77 |
|
|
2024
Q1 | $225K | Sell |
1,829
-165
| -8% | -$20.3K | 0.16% | 78 |
|
|
2023
Q4 | $237K | Sell |
1,994
-426
| -18% | -$50.6K | 0.2% | 74 |
|
|
2023
Q3 | $279K | Buy |
+2,420
| New | +$279K | 0.25% | 63 |
|
|
2023
Q2 | – | Sell |
-2,419
| Closed | -$277K | – | 61 |
|
|
2023
Q1 | $277K | Buy |
+2,419
| New | +$277K | 0.25% | 60 |
|
|
2022
Q4 | – | Sell |
-2,628
| Closed | -$295K | – | 109 |
|
|
2022
Q3 | $295K | Buy |
+2,628
| New | +$295K | 0.33% | 63 |
|