Legacy Financial 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 | – | Sell |
-4,619
| Closed | -$713K | – | 393 |
|
|
2025
Q1 | $713K | Sell |
4,619
-25
| -0.5% | -$3.86K | 0.12% | 148 |
|
|
2024
Q4 | $651K | Sell |
4,644
-274
| -6% | -$38.4K | 0.11% | 162 |
|
|
2024
Q3 | $660K | Sell |
4,918
-289
| -6% | -$38.8K | 0.11% | 159 |
|
|
2024
Q2 | $617K | Buy |
5,207
+47
| +0.9% | +$5.57K | 0.11% | 156 |
|
|
2024
Q1 | $634K | Buy |
5,160
+98
| +2% | +$12K | 0.11% | 148 |
|
|
2023
Q4 | $603K | Buy |
5,062
+279
| +6% | +$33.2K | 0.12% | 139 |
|
|
2023
Q3 | $552K | Sell |
4,783
-45
| -0.9% | -$5.19K | 0.11% | 123 |
|
|
2023
Q2 | $540K | Buy |
4,828
+461
| +11% | +$51.6K | 0.1% | 129 |
|
|
2023
Q1 | $500K | Sell |
4,367
-718
| -14% | -$82.3K | 0.1% | 128 |
|
|
2022
Q4 | $588K | Buy |
5,085
+117
| +2% | +$13.5K | 0.13% | 98 |
|
|
2022
Q3 | $557K | Buy |
4,968
+191
| +4% | +$21.4K | 0.13% | 86 |
|
|
2022
Q2 | $544K | Buy |
4,777
+592
| +14% | +$67.4K | 0.14% | 82 |
|
|
2022
Q1 | $571K | Sell |
4,185
-190
| -4% | -$25.9K | 0.13% | 88 |
|
|
2021
Q4 | $597K | Buy |
4,375
+229
| +6% | +$31.2K | 0.14% | 74 |
|
|
2021
Q3 | $466K | Buy |
4,146
+94
| +2% | +$10.6K | 0.11% | 85 |
|
|
2021
Q2 | $435K | Buy |
4,052
+629
| +18% | +$67.5K | 0.11% | 84 |
|
|
2021
Q1 | $336K | Buy |
3,423
+429
| +14% | +$42.1K | 0.09% | 92 |
|
|
2020
Q4 | $279K | Buy |
2,994
+388
| +15% | +$36.2K | 0.08% | 103 |
|
|
2020
Q3 | $208K | Buy |
+2,606
| New | +$208K | 0.06% | 122 |
|
|
2019
Q2 | – | Sell |
-661
| Closed | -$53K | – | 678 |
|
|
2019
Q1 | $53K | Buy |
661
+17
| +3% | +$1.36K | 0.02% | 269 |
|
|
2018
Q4 | $42K | Buy |
644
+378
| +142% | +$24.7K | 0.02% | 272 |
|
|
2018
Q3 | $19K | Hold |
266
| – | – | 0.01% | 380 |
|
|
2018
Q2 | $19K | Hold |
266
| – | – | 0.01% | 394 |
|
|
2018
Q1 | $16K | Hold |
266
| – | – | 0.01% | 394 |
|
|
2017
Q4 | $18K | Buy |
+266
| New | +$18K | 0.01% | 380 |
|