Live Oak Private Wealth’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$226K Sell
2025
Q1
$242K Hold
2024
Q4
$220K Hold
2024
Q3
$210K Buy