Kingswood Wealth Advisors’s Paychex PAYX Stock Holding History

Kingswood Wealth Advisors’s Portfolio PAYX Stock Details PAYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$286K	Buy
2025 Q2	$304K	Sell
2025 Q1	$339K	Sell
2024 Q4	$517K	Sell
2024 Q3	$597K	Sell
2024 Q2	$742K	Buy
2024 Q1	$429K	Buy
2023 Q4	$318K	Buy