Jones Financial Companies’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.01M | Buy |
13,962
+5,173
| +59% | +$745K | ﹤0.01% | 750 |
|
2025
Q1 | $1.33M | Buy |
8,789
+1,853
| +27% | +$280K | ﹤0.01% | 761 |
|
2024
Q4 | $973K | Buy |
6,936
+3,783
| +120% | +$530K | ﹤0.01% | 755 |
|
2024
Q3 | $419K | Buy |
3,153
+2,095
| +198% | +$279K | ﹤0.01% | 881 |
|
2024
Q2 | $125K | Buy |
1,058
+938
| +782% | +$111K | ﹤0.01% | 975 |
|
2024
Q1 | $14.7K | Buy |
120
+29
| +32% | +$3.56K | ﹤0.01% | 980 |
|
2023
Q4 | $10.8K | Hold |
91
| – | – | ﹤0.01% | 668 |
|
2023
Q3 | $10.5K | Hold |
91
| – | – | ﹤0.01% | 477 |
|
2023
Q2 | $10.2K | Sell |
91
-50
| -35% | -$5.59K | ﹤0.01% | 463 |
|
2023
Q1 | $16.2K | Sell |
141
-64
| -31% | -$7.33K | ﹤0.01% | 441 |
|
2022
Q4 | $24K | Sell |
205
-537
| -72% | -$62.9K | ﹤0.01% | 405 |
|
2022
Q3 | $83K | Hold |
742
| – | – | ﹤0.01% | 298 |
|
2022
Q2 | $84K | Sell |
742
-608
| -45% | -$68.8K | ﹤0.01% | 305 |
|
2022
Q1 | $184K | Buy |
1,350
+680
| +101% | +$92.7K | ﹤0.01% | 255 |
|
2021
Q4 | $91K | Buy |
670
+85
| +15% | +$11.5K | ﹤0.01% | 314 |
|
2021
Q3 | $66K | Hold |
585
| – | – | ﹤0.01% | 302 |
|
2021
Q2 | $63K | Sell |
585
-14
| -2% | -$1.51K | ﹤0.01% | 297 |
|
2021
Q1 | $59K | Sell |
599
-300
| -33% | -$29.5K | ﹤0.01% | 333 |
|
2020
Q4 | $84K | Buy |
+899
| New | +$84K | ﹤0.01% | 261 |
|
2013
Q4 | – | Sell |
-512
| Closed | -$21K | – | 449 |
|
2013
Q3 | $21K | Buy |
512
+212
| +71% | +$8.7K | ﹤0.01% | 412 |
|
2013
Q2 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 578 |
|