Kestra Advisory 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 | $5M | Sell |
34,345
-1,714
| -5% | -$249K | 0.02% | 643 |
|
2025
Q1 | $5.56M | Buy |
36,059
+1,104
| +3% | +$170K | 0.03% | 540 |
|
2024
Q4 | $4.9M | Sell |
34,955
-3,673
| -10% | -$515K | 0.03% | 588 |
|
2024
Q3 | $5.18M | Sell |
38,628
-10,286
| -21% | -$1.38M | 0.03% | 575 |
|
2024
Q2 | $5.61M | Buy |
48,914
+6,732
| +16% | +$771K | 0.03% | 546 |
|
2024
Q1 | $5.18M | Buy |
42,182
+870
| +2% | +$107K | 0.03% | 504 |
|
2023
Q4 | $4.92M | Sell |
41,312
-311
| -0.7% | -$37K | 0.04% | 456 |
|
2023
Q3 | $4.8M | Buy |
41,623
+4,749
| +13% | +$548K | 0.05% | 405 |
|
2023
Q2 | $4.13M | Buy |
36,874
+5,413
| +17% | +$606K | 0.04% | 431 |
|
2023
Q1 | $3.61M | Sell |
31,461
-22,849
| -42% | -$2.62M | 0.04% | 450 |
|
2022
Q4 | $6.28M | Buy |
54,310
+14,617
| +37% | +$1.69M | 0.06% | 358 |
|
2022
Q3 | $4.45M | Sell |
39,693
-1,019
| -3% | -$114K | 0.05% | 403 |
|
2022
Q2 | $4.64M | Buy |
40,712
+5,059
| +14% | +$576K | 0.05% | 379 |
|
2022
Q1 | $4.87M | Sell |
35,653
-3,836
| -10% | -$524K | 0.05% | 378 |
|
2021
Q4 | $5.39M | Sell |
39,489
-2,678
| -6% | -$366K | 0.05% | 351 |
|
2021
Q3 | $4.74M | Buy |
42,167
+1,194
| +3% | +$134K | 0.05% | 406 |
|
2021
Q2 | $4.4M | Buy |
40,973
+776
| +2% | +$83.3K | 0.05% | 390 |
|
2021
Q1 | $3.94M | Buy |
40,197
+16,553
| +70% | +$1.62M | 0.05% | 386 |
|
2020
Q4 | $2.18M | Buy |
23,644
+8,591
| +57% | +$792K | 0.03% | 570 |
|
2020
Q3 | $1.2M | Buy |
+15,053
| New | +$1.2M | 0.02% | 569 |
|