KFG Wealth 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
$771K Buy
5,298
+241
+5% +$35.1K 0.12% 93
2025
Q1
$780K Sell
5,057
-639
-11% -$98.6K 0.14% 80
2024
Q4
$799K Buy
5,696
+172
+3% +$24.1K 0.15% 73
2024
Q3
$741K Sell
5,524
-401
-7% -$53.8K 0.16% 84
2024
Q2
$703K Buy
5,925
+212
+4% +$25.1K 0.28% 67
2024
Q1
$702K Buy
5,713
+281
+5% +$34.5K 0.29% 66
2023
Q4
$647K Sell
5,432
-45
-0.8% -$5.36K 0.3% 58
2023
Q3
$632K Buy
5,477
+583
+12% +$67.2K 0.34% 55
2023
Q2
$547K Buy
4,894
+2,717
+125% +$304K 0.32% 57
2023
Q1
$238K Buy
+2,177
New +$238K 0.16% 78