Lido 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 | $1.44M | Buy |
9,899
+2,490
| +34% | +$362K | 0.01% | 639 |
|
|
2025
Q1 | $1.14M | Buy |
7,409
+221
| +3% | +$34.1K | 0.01% | 679 |
|
|
2024
Q4 | $1.01M | Buy |
7,188
+149
| +2% | +$20.9K | ﹤0.01% | 706 |
|
|
2024
Q3 | $945K | Buy |
7,039
+379
| +6% | +$50.9K | ﹤0.01% | 668 |
|
|
2024
Q2 | $790K | Sell |
6,660
-820
| -11% | -$97.2K | ﹤0.01% | 697 |
|
|
2024
Q1 | $919K | Buy |
7,480
+2,613
| +54% | +$321K | 0.01% | 626 |
|
|
2023
Q4 | $580K | Sell |
4,867
-44,976
| -90% | -$5.36M | ﹤0.01% | 724 |
|
|
2023
Q3 | $5.75M | Buy |
49,843
+46,596
| +1,435% | +$5.37M | 0.04% | 200 |
|
|
2023
Q2 | $363K | Sell |
3,247
-27
| -0.8% | -$3.02K | ﹤0.01% | 758 |
|
|
2023
Q1 | $375K | Sell |
3,274
-1,940
| -37% | -$222K | ﹤0.01% | 724 |
|
|
2022
Q4 | $603K | Sell |
5,214
-15
| -0.3% | -$1.73K | 0.01% | 477 |
|
|
2022
Q3 | $586K | Buy |
5,229
+59
| +1% | +$6.61K | 0.01% | 457 |
|
|
2022
Q2 | $588K | Buy |
5,170
+133
| +3% | +$15.1K | 0.01% | 428 |
|
|
2022
Q1 | $687K | Buy |
5,037
+348
| +7% | +$47.5K | 0.01% | 437 |
|
|
2021
Q4 | $640K | Buy |
4,689
+618
| +15% | +$84.4K | 0.01% | 475 |
|
|
2021
Q3 | $457K | Buy |
+4,071
| New | +$457K | 0.01% | 544 |
|
|
2016
Q3 | – | Sell |
-6,208
| Closed | -$369K | – | 178 |
|
|
2016
Q2 | $369K | Sell |
6,208
-500
| -7% | -$29.7K | 0.11% | 87 |
|
|
2016
Q1 | $362K | Buy |
+6,708
| New | +$362K | 0.12% | 86 |
|