Lantz Financial’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
19,096
-1,071
| -5% | -$156K | 0.69% | 39 |
|
|
2025
Q1 | $3.11M | Sell |
20,167
-938
| -4% | -$145K | 0.85% | 26 |
|
|
2024
Q4 | $2.96M | Buy |
21,105
+85
| +0.4% | +$11.9K | 0.79% | 26 |
|
|
2024
Q3 | $2.82M | Buy |
21,020
+484
| +2% | +$64.9K | 0.76% | 32 |
|
|
2024
Q2 | $2.43M | Sell |
20,536
-654
| -3% | -$77.5K | 0.76% | 29 |
|
|
2024
Q1 | $2.6M | Buy |
21,190
+48
| +0.2% | +$5.89K | 0.84% | 23 |
|
|
2023
Q4 | $2.52M | Buy |
21,142
+1,294
| +7% | +$154K | 0.91% | 19 |
|
|
2023
Q3 | $2.29M | Buy |
19,848
+213
| +1% | +$24.6K | 0.91% | 23 |
|
|
2023
Q2 | $2.2M | Sell |
19,635
-9
| -0% | -$1.01K | 0.86% | 27 |
|
|
2023
Q1 | $2.25M | Sell |
19,644
-172
| -0.9% | -$19.7K | 0.94% | 23 |
|
|
2022
Q4 | $2.29M | Buy |
19,816
+66
| +0.3% | +$7.63K | 1.04% | 20 |
|
|
2022
Q3 | $2.22M | Sell |
19,750
-371
| -2% | -$41.6K | 1.15% | 18 |
|
|
2022
Q2 | $2.29M | Sell |
20,121
-105
| -0.5% | -$12K | 1.03% | 21 |
|
|
2022
Q1 | $2.76M | Sell |
20,226
-198
| -1% | -$27K | 1.12% | 17 |
|
|
2021
Q4 | $2.79M | Buy |
20,424
+84
| +0.4% | +$11.5K | 1.28% | 12 |
|
|
2021
Q3 | $2.29M | Sell |
20,340
-109
| -0.5% | -$12.3K | 1.17% | 15 |
|
|
2021
Q2 | $2.19M | Sell |
20,449
-196
| -0.9% | -$21K | 1.13% | 15 |
|
|
2021
Q1 | $2.02M | Sell |
20,645
-106
| -0.5% | -$10.4K | 1.15% | 17 |
|
|
2020
Q4 | $1.93M | Sell |
20,751
-376
| -2% | -$35K | 1.21% | 17 |
|
|
2020
Q3 | $1.69M | Buy |
21,127
+72
| +0.3% | +$5.74K | 1.13% | 22 |
|
|
2020
Q2 | $1.6M | Sell |
21,055
-558
| -3% | -$42.3K | 1.15% | 19 |
|
|
2020
Q1 | $1.36M | Sell |
21,613
-950
| -4% | -$59.8K | 1.07% | 24 |
|
|
2019
Q4 | $1.92M | Buy |
22,563
+15
| +0.1% | +$1.28K | 1.14% | 18 |
|
|
2019
Q3 | $1.88M | Buy |
22,548
+110
| +0.5% | +$9.17K | 1.27% | 12 |
|
|
2019
Q2 | $1.88M | Sell |
22,438
-358
| -2% | -$29.9K | 1.27% | 13 |
|
|
2019
Q1 | $1.83M | Buy |
+22,796
| New | +$1.83M | 1.33% | 12 |
|