Kohmann Bosshard Financial Services’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,068
| Closed | -$150K | – | 640 |
|
|
2024
Q4 | $150K | Sell |
1,068
-582
| -35% | -$81.6K | 0.02% | 212 |
|
|
2024
Q3 | $221K | Sell |
1,650
-182
| -10% | -$24.4K | 0.03% | 186 |
|
|
2024
Q2 | $217K | Hold |
1,832
| – | – | 0.03% | 180 |
|
|
2024
Q1 | $225K | Sell |
1,832
-33
| -2% | -$4.05K | 0.03% | 182 |
|
|
2023
Q4 | $222K | Hold |
1,865
| – | – | 0.03% | 176 |
|
|
2023
Q3 | $215K | Hold |
1,865
| – | – | 0.04% | 165 |
|
|
2023
Q2 | $209K | Hold |
1,865
| – | – | 0.04% | 165 |
|
|
2023
Q1 | $214K | Hold |
1,865
| – | – | 0.04% | 150 |
|
|
2022
Q4 | $216K | Hold |
1,865
| – | – | 0.04% | 141 |
|
|
2022
Q3 | $209K | Hold |
1,865
| – | – | 0.05% | 126 |
|
|
2022
Q2 | $212K | Hold |
1,865
| – | – | 0.05% | 127 |
|
|
2022
Q1 | $255K | Buy |
+1,865
| New | +$255K | 0.05% | 112 |
|