LGT 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 | $139K | Buy |
955
+3
| +0.3% | +$436 | 0.35% | 56 |
|
|
2025
Q1 | $147K | Buy |
952
+4
| +0.4% | +$617 | 0.45% | 47 |
|
|
2024
Q4 | $133K | Buy |
948
+3
| +0.3% | +$421 | 0.29% | 66 |
|
|
2024
Q3 | $127K | Sell |
945
-907
| -49% | -$122K | 0.31% | 57 |
|
|
2024
Q2 | $220K | Sell |
1,852
-219
| -11% | -$26K | 0.46% | 46 |
|
|
2024
Q1 | $254K | Buy |
2,071
+11
| +0.5% | +$1.35K | 0.3% | 73 |
|
|
2023
Q4 | $245K | Buy |
2,060
+13
| +0.6% | +$1.55K | 0.3% | 73 |
|
|
2023
Q3 | $236K | Buy |
2,047
+11
| +0.5% | +$1.27K | 0.3% | 71 |
|
|
2023
Q2 | $228K | Buy |
2,036
+13
| +0.6% | +$1.45K | 0.24% | 107 |
|
|
2023
Q1 | $232K | Sell |
2,023
-507
| -20% | -$58.1K | 0.43% | 71 |
|
|
2022
Q4 | $292K | Buy |
+2,530
| New | +$292K | 0.34% | 66 |
|