Live Oak Private Wealth’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
1,553
-13
-0.8% -$1.89K 0.03% 178
2025
Q1
$242K Hold
1,566
0.04% 163
2024
Q4
$220K Hold
1,566
0.04% 168
2024
Q3
$210K Buy
+1,566
New +$210K 0.03% 166