Kapstone Financial 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 | $1.09M | Hold |
7,505
| – | – | 0.54% | 29 |
|
|
2025
Q1 | $1.16M | Hold |
7,505
| – | – | 0.66% | 29 |
|
|
2024
Q4 | $1.1M | Hold |
7,505
| – | – | 0.59% | 29 |
|
|
2024
Q3 | $998K | Sell |
7,505
-25
| -0.3% | -$3.33K | 0.61% | 32 |
|
|
2024
Q2 | $893K | Buy |
7,530
+114
| +2% | +$13.5K | 0.59% | 32 |
|
|
2024
Q1 | $911K | Hold |
7,416
| – | – | 0.62% | 32 |
|
|
2023
Q4 | $897K | Hold |
7,416
| – | – | 0.7% | 29 |
|
|
2023
Q3 | $855K | Hold |
7,416
| – | – | 0.77% | 28 |
|
|
2023
Q2 | $933K | Hold |
7,416
| – | – | 0.77% | 28 |
|
|
2023
Q1 | $810K | Hold |
7,416
| – | – | 0.73% | 27 |
|
|
2022
Q4 | $894K | Buy |
+7,416
| New | +$894K | 0.81% | 26 |
|