Kingswood Wealth Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
2,092
-104
| -5% | -$15.1K | 0.02% | 565 |
|
|
2025
Q1 | $339K | Sell |
2,196
-1,487
| -40% | -$230K | 0.03% | 501 |
|
|
2024
Q4 | $517K | Sell |
3,683
-778
| -17% | -$109K | 0.04% | 429 |
|
|
2024
Q3 | $597K | Sell |
4,461
-1,800
| -29% | -$241K | 0.04% | 410 |
|
|
2024
Q2 | $742K | Buy |
6,261
+2,771
| +79% | +$329K | 0.07% | 297 |
|
|
2024
Q1 | $429K | Buy |
3,490
+822
| +31% | +$101K | 0.05% | 386 |
|
|
2023
Q4 | $318K | Buy |
+2,668
| New | +$318K | 0.04% | 453 |
|