Mascoma Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Buy |
916
+2
| +0.2% | +$291 | 0.03% | 111 |
|
|
2025
Q1 | $141K | Buy |
914
+1
| +0.1% | +$154 | 0.04% | 109 |
|
|
2024
Q4 | $128K | Buy |
913
+2
| +0.2% | +$280 | 0.03% | 121 |
|
|
2024
Q3 | $122K | Buy |
911
+1
| +0.1% | +$134 | 0.03% | 125 |
|
|
2024
Q2 | $108K | Buy |
910
+2
| +0.2% | +$237 | 0.03% | 131 |
|
|
2024
Q1 | $112K | Sell |
908
-81
| -8% | -$9.95K | 0.03% | 131 |
|
|
2023
Q4 | $118K | Buy |
989
+282
| +40% | +$33.6K | 0.04% | 126 |
|
|
2023
Q3 | $81.5K | Hold |
707
| – | – | 0.03% | 149 |
|
|
2023
Q2 | $87.6K | Hold |
707
| – | – | 0.03% | 148 |
|
|
2023
Q1 | $77.7K | Hold |
707
| – | – | 0.02% | 191 |
|
|
2022
Q4 | $81.7K | Hold |
707
| – | – | 0.03% | 184 |
|
|
2022
Q3 | $79K | Hold |
707
| – | – | 0.03% | 187 |
|
|
2022
Q2 | $81K | Hold |
707
| – | – | 0.03% | 194 |
|
|
2022
Q1 | $96K | Sell |
707
-29
| -4% | -$3.94K | 0.03% | 188 |
|
|
2021
Q4 | $100K | Hold |
736
| – | – | 0.03% | 164 |
|
|
2021
Q3 | $83K | Buy |
+736
| New | +$83K | 0.03% | 169 |
|
|
2021
Q2 | – | Sell |
-641
| Closed | -$63K | – | 348 |
|
|
2021
Q1 | $63K | Buy |
+641
| New | +$63K | 0.03% | 186 |
|
|
2019
Q3 | – | Sell |
-29
| Closed | -$2K | – | 266 |
|
|
2019
Q2 | $2K | Sell |
29
-1,053
| -97% | -$72.6K | ﹤0.01% | 347 |
|
|
2019
Q1 | $87K | Sell |
1,082
-5,599
| -84% | -$450K | 0.06% | 116 |
|
|
2018
Q4 | $435K | Buy |
6,681
+5,552
| +492% | +$361K | 0.33% | 39 |
|
|
2018
Q3 | $83K | Buy |
1,129
+400
| +55% | +$29.4K | 0.05% | 134 |
|
|
2018
Q2 | $50K | Hold |
729
| – | – | 0.04% | 153 |
|
|
2018
Q1 | $45K | Buy |
729
+700
| +2,414% | +$43.2K | 0.03% | 157 |
|
|
2017
Q4 | $2K | Hold |
29
| – | – | ﹤0.01% | 346 |
|
|
2017
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 367 |
|
|
2017
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 375 |
|
|
2017
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 342 |
|
|
2016
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 344 |
|