Kathmere Capital 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 | $996K | Buy |
6,846
+1,137
| +20% | +$165K | 0.08% | 166 |
|
2025
Q1 | $881K | Buy |
5,709
+867
| +18% | +$134K | 0.07% | 160 |
|
2024
Q4 | $679K | Buy |
4,842
+631
| +15% | +$88.5K | 0.06% | 175 |
|
2024
Q3 | $565K | Buy |
4,211
+698
| +20% | +$93.7K | 0.05% | 185 |
|
2024
Q2 | $417K | Buy |
3,513
+753
| +27% | +$89.3K | 0.04% | 202 |
|
2024
Q1 | $339K | Buy |
2,760
+289
| +12% | +$35.5K | 0.04% | 212 |
|
2023
Q4 | $294K | Sell |
2,471
-141
| -5% | -$16.8K | 0.04% | 208 |
|
2023
Q3 | $301K | Buy |
2,612
+758
| +41% | +$87.4K | 0.04% | 186 |
|
2023
Q2 | $207K | Buy |
+1,854
| New | +$207K | 0.03% | 215 |
|
2023
Q1 | – | Sell |
-2,743
| Closed | -$317K | – | 240 |
|
2022
Q4 | $317K | Buy |
2,743
+896
| +49% | +$104K | 0.06% | 137 |
|
2022
Q3 | $207K | Buy |
+1,847
| New | +$207K | 0.04% | 153 |
|
2021
Q1 | – | Sell |
-400
| Closed | -$37K | – | 321 |
|
2020
Q4 | $37K | Hold |
400
| – | – | 0.01% | 257 |
|
2020
Q3 | $32K | Buy |
+400
| New | +$32K | 0.01% | 245 |
|