Kingsview Wealth Management’s Paychex PAYX Stock Holding History

Kingsview Wealth Management’s Portfolio PAYX Stock Details PAYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.16M	Sell	62,995 -144	-0.2%	-$20.9K	0.16%	137
2025 Q1	$9.74M	Sell	63,139 -749	-1%	-$116K	0.18%	117
2024 Q4	$8.96M	Sell	63,888 -595	-0.9%	-$83.4K	0.17%	124
2024 Q3	$8.65M	Buy	64,483 +711	+1%	+$95.4K	0.18%	118
2024 Q2	$7.56M	Sell	63,772 -12,110	-16%	-$1.44M	0.18%	126
2024 Q1	$9.32M	Buy	75,882 +12,949	+21%	+$1.59M	0.23%	87
2023 Q4	$7.5M	Sell	62,933 -21,310	-25%	-$2.54M	0.22%	112
2023 Q3	$9.72M	Buy	84,243 +21,075	+33%	+$2.43M	0.35%	64
2023 Q2	$7.07M	Sell	63,168 -2,078	-3%	-$232K	0.28%	83
2023 Q1	$7.48M	Sell	65,246 -242	-0.4%	-$27.7K	0.31%	73
2022 Q4	$7.57M	Sell	65,488 -715	-1%	-$82.6K	0.33%	70
2022 Q3	$7.43M	Buy	66,203 +339	+0.5%	+$38K	0.35%	63
2022 Q2	$7.5M	Buy	65,864 +3,908	+6%	+$445K	0.36%	66
2022 Q1	$8.46M	Sell	61,956 -334	-0.5%	-$45.6K	0.37%	58
2021 Q4	$8.5M	Buy	62,290 +156	+0.3%	+$21.3K	0.35%	60
2021 Q3	$6.99M	Buy	62,134 +341	+0.6%	+$38.3K	0.33%	63
2021 Q2	$6.7M	Buy	61,793 +2,108	+4%	+$229K	0.33%	59
2021 Q1	$5.89M	Sell	59,685 -1,201	-2%	-$119K	0.33%	68
2020 Q4	$5.67M	Sell	60,886 -2,820	-4%	-$263K	0.41%	52
2020 Q3	$5.08M	Buy	63,706 +5,555	+10%	+$443K	0.46%	52
2020 Q2	$4.41M	Sell	58,151 -1,521	-3%	-$115K	0.44%	55
2020 Q1	$3.76M	Buy	59,672 +2,669	+5%	+$168K	0.51%	53
2019 Q4	$4.85M	Buy	57,003 +1,321	+2%	+$112K	0.61%	38
2019 Q3	$4.61M	Buy	55,682 +876	+2%	+$72.5K	0.72%	32
2019 Q2	$4.51M	Buy	54,806 +756	+1%	+$62.2K	0.76%	29
2019 Q1	$4.34M	Buy	54,050 +592	+1%	+$47.5K	0.66%	30
2018 Q4	$3.48M	Sell	53,458 -10	-0%	-$652	0.76%	30
2018 Q3	$3.94M	Hold	53,468	–	–	0.8%	28
2018 Q2	$3.66M	Sell	53,468 -559	-1%	-$38.2K	0.87%	25
2018 Q1	$3.33M	Buy	54,027 +47,783	+765%	+$2.94M	0.83%	29
2017 Q4	$425K	Buy	+6,244	New	+$425K	0.15%	190