Kapstone Financial Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $951K | Hold |
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|
2025
Q2 | $1.09M | Hold |
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|
2025
Q1 | $1.16M | Hold |
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|
2024
Q4 | $1.1M | Hold |
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|
2024
Q3 | $998K | Sell |
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|
2024
Q2 | $893K | Buy |
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|
2024
Q1 | $911K | Hold |
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|
2023
Q4 | $897K | Hold |
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|
2023
Q3 | $855K | Hold |
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|
2023
Q2 | $933K | Hold |
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|
2023
Q1 | $810K | Hold |
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|
2022
Q4 | $894K | Buy |
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