Kelly Financial Services’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
1,879
+218
| +13% | +$31.7K | 0.08% | 98 |
|
|
2025
Q1 | $256K | Buy |
+1,661
| New | +$256K | 0.09% | 91 |
|
|
2024
Q3 | – | Sell |
-764
| Closed | -$90.5K | – | 567 |
|
|
2024
Q2 | $90.5K | Buy |
764
+279
| +58% | +$33.1K | 0.03% | 165 |
|
|
2024
Q1 | $59.5K | Sell |
485
-4,056
| -89% | -$498K | 0.02% | 200 |
|
|
2023
Q4 | $541K | Buy |
4,541
+137
| +3% | +$16.3K | 0.22% | 54 |
|
|
2023
Q3 | $508K | Sell |
4,404
-59
| -1% | -$6.8K | 0.23% | 53 |
|
|
2023
Q2 | $499K | Buy |
4,463
+304
| +7% | +$34K | 0.24% | 52 |
|
|
2023
Q1 | $477K | Buy |
4,159
+124
| +3% | +$14.2K | 0.24% | 48 |
|
|
2022
Q4 | $466K | Hold |
4,035
| – | – | 0.25% | 53 |
|
|
2022
Q3 | $453K | Hold |
4,035
| – | – | 0.26% | 45 |
|
|
2022
Q2 | $459K | Hold |
4,035
| – | – | 0.24% | 52 |
|
|
2022
Q1 | $551K | Hold |
4,035
| – | – | 0.25% | 39 |
|
|
2021
Q4 | $551K | Hold |
4,035
| – | – | 0.25% | 32 |
|
|
2021
Q3 | $454K | Sell |
4,035
-428,921
| -99% | -$48.2M | 0.26% | 34 |
|
|
2021
Q2 | $4.04M | Buy |
432,956
+428,921
| +10,630% | +$4M | 0.16% | 37 |
|
|
2021
Q1 | $396K | Hold |
4,035
| – | – | 0.25% | 28 |
|
|
2020
Q4 | $376K | Hold |
4,035
| – | – | 0.26% | 21 |
|
|
2020
Q3 | $322K | Hold |
4,035
| – | – | 0.23% | 18 |
|
|
2020
Q2 | $306K | Hold |
4,035
| – | – | 0.24% | 19 |
|
|
2020
Q1 | $254K | Hold |
4,035
| – | – | 0.31% | 15 |
|
|
2019
Q4 | $343K | Hold |
4,035
| – | – | 0.26% | 18 |
|
|
2019
Q3 | $334K | Hold |
4,035
| – | – | 0.3% | 16 |
|
|
2019
Q2 | $332K | Hold |
4,035
| – | – | 0.3% | 16 |
|
|
2019
Q1 | $324K | Buy |
+4,035
| New | +$324K | 0.36% | 16 |
|