Kestra Private Wealth Services’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.67M Sell
2025
Q1
$4.35M Sell
2024
Q4
$4.38M Sell
2024
Q3
$6.27M Sell
2024
Q2
$5.95M Buy
2024
Q1
Sell
2023
Q4
$5.56M Buy
2023
Q3
$4.98M Buy
2023
Q2
$4.5M Buy
2023
Q1
$4.55M Buy
2022
Q4
$3.89M Buy
2022
Q3
$3.46M Buy
2022
Q2
$3.12M Buy
2022
Q1
$1.29M Buy
2021
Q4
$1.29M Buy
2021
Q3
$1.04M Sell
2021
Q2
$1.01M Buy
2021
Q1
$845K Buy
2020
Q4
$782K Buy
2020
Q3
$539K Buy