KCM Investment 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 | $390K | Hold |
2,680
| – | – | 0.01% | 286 |
|
|
2025
Q1 | $413K | Sell |
2,680
-250
| -9% | -$38.6K | 0.01% | 270 |
|
|
2024
Q4 | $411K | Hold |
2,930
| – | – | 0.01% | 273 |
|
|
2024
Q3 | $393K | Sell |
2,930
-72
| -2% | -$9.66K | 0.01% | 289 |
|
|
2024
Q2 | $356K | Sell |
3,002
-188
| -6% | -$22.3K | 0.01% | 296 |
|
|
2024
Q1 | $392K | Buy |
3,190
+98
| +3% | +$12K | 0.01% | 284 |
|
|
2023
Q4 | $368K | Hold |
3,092
| – | – | 0.01% | 285 |
|
|
2023
Q3 | $357K | Sell |
3,092
-250
| -7% | -$28.8K | 0.02% | 281 |
|
|
2023
Q2 | $374K | Hold |
3,342
| – | – | 0.02% | 291 |
|
|
2023
Q1 | $383K | Buy |
3,342
+150
| +5% | +$17.2K | 0.02% | 304 |
|
|
2022
Q4 | $369K | Hold |
3,192
| – | – | 0.02% | 304 |
|
|
2022
Q3 | $358K | Buy |
3,192
+146
| +5% | +$16.4K | 0.02% | 285 |
|
|
2022
Q2 | $347K | Buy |
3,046
+434
| +17% | +$49.4K | 0.02% | 305 |
|
|
2022
Q1 | $356K | Buy |
2,612
+41
| +2% | +$5.59K | 0.01% | 333 |
|
|
2021
Q4 | $351K | Sell |
2,571
-427
| -14% | -$58.3K | 0.01% | 328 |
|
|
2021
Q3 | $337K | Hold |
2,998
| – | – | 0.01% | 312 |
|
|
2021
Q2 | $322K | Buy |
2,998
+427
| +17% | +$45.9K | 0.01% | 322 |
|
|
2021
Q1 | $252K | Hold |
2,571
| – | – | 0.01% | 330 |
|
|
2020
Q4 | $240K | Hold |
2,571
| – | – | 0.01% | 318 |
|
|
2020
Q3 | $205K | Buy |
+2,571
| New | +$205K | 0.01% | 309 |
|
|
2020
Q1 | – | Sell |
-2,571
| Closed | -$219K | – | 331 |
|
|
2019
Q4 | $219K | Hold |
2,571
| – | – | 0.01% | 326 |
|
|
2019
Q3 | $213K | Hold |
2,571
| – | – | 0.01% | 314 |
|
|
2019
Q2 | $212K | Hold |
2,571
| – | – | 0.01% | 317 |
|
|
2019
Q1 | $206K | Buy |
+2,571
| New | +$206K | 0.01% | 310 |
|
|
2018
Q4 | – | Sell |
-3,021
| Closed | -$222K | – | 501 |
|
|
2018
Q3 | $222K | Hold |
3,021
| – | – | 0.01% | 485 |
|
|
2018
Q2 | $206K | Buy |
+3,021
| New | +$206K | 0.01% | 506 |
|
|
2018
Q1 | – | Sell |
-3,021
| Closed | -$206K | – | 531 |
|
|
2017
Q4 | $206K | Buy |
+3,021
| New | +$206K | 0.01% | 500 |
|
|
2017
Q2 | – | Sell |
-3,467
| Closed | -$204K | – | 542 |
|
|
2017
Q1 | $204K | Hold |
3,467
| – | – | 0.01% | 522 |
|
|
2016
Q4 | $211K | Sell |
3,467
-1,436
| -29% | -$87.4K | 0.01% | 506 |
|
|
2016
Q3 | $284K | Buy |
4,903
+1,436
| +41% | +$83.2K | 0.02% | 455 |
|
|
2016
Q2 | $206K | Buy |
+3,467
| New | +$206K | 0.01% | 501 |
|