McKinley Carter Wealth Services’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $454K | Hold |
3,118
| – | – | 0.03% | 224 |
|
2025
Q1 | $481K | Buy |
3,118
+162
| +5% | +$25K | 0.03% | 207 |
|
2024
Q4 | $414K | Buy |
2,956
+26
| +0.9% | +$3.65K | 0.03% | 219 |
|
2024
Q3 | $393K | Sell |
2,930
-400
| -12% | -$53.7K | 0.02% | 227 |
|
2024
Q2 | $395K | Buy |
3,330
+41
| +1% | +$4.86K | 0.03% | 226 |
|
2024
Q1 | $404K | Hold |
3,289
| – | – | 0.03% | 225 |
|
2023
Q4 | $392K | Sell |
3,289
-224
| -6% | -$26.7K | 0.03% | 225 |
|
2023
Q3 | $405K | Sell |
3,513
-104
| -3% | -$12K | 0.03% | 224 |
|
2023
Q2 | $405K | Hold |
3,617
| – | – | 0.03% | 226 |
|
2023
Q1 | $414K | Sell |
3,617
-772
| -18% | -$88.5K | 0.03% | 220 |
|
2022
Q4 | $507K | Buy |
4,389
+479
| +12% | +$55.4K | 0.04% | 200 |
|
2022
Q3 | $439K | Hold |
3,910
| – | – | 0.04% | 195 |
|
2022
Q2 | $445K | Hold |
3,910
| – | – | 0.04% | 209 |
|
2022
Q1 | $534K | Sell |
3,910
-68
| -2% | -$9.29K | 0.04% | 194 |
|
2021
Q4 | $543K | Hold |
3,978
| – | – | 0.04% | 187 |
|
2021
Q3 | $447K | Buy |
3,978
+400
| +11% | +$44.9K | 0.04% | 197 |
|
2021
Q2 | $384K | Hold |
3,578
| – | – | 0.03% | 219 |
|
2021
Q1 | $351K | Buy |
3,578
+14
| +0.4% | +$1.37K | 0.03% | 225 |
|
2020
Q4 | $332K | Buy |
3,564
+81
| +2% | +$7.55K | 0.04% | 198 |
|
2020
Q3 | $278K | Sell |
3,483
-98
| -3% | -$7.82K | 0.06% | 121 |
|
2020
Q2 | $271K | Buy |
3,581
+41
| +1% | +$3.1K | 0.07% | 118 |
|
2020
Q1 | $223K | Sell |
3,540
-7
| -0.2% | -$441 | 0.07% | 128 |
|
2019
Q4 | $302K | Buy |
3,547
+9
| +0.3% | +$766 | 0.07% | 136 |
|
2019
Q3 | $293K | Buy |
3,538
+2
| +0.1% | +$166 | 0.07% | 138 |
|
2019
Q2 | $291K | Sell |
3,536
-497
| -12% | -$40.9K | 0.08% | 135 |
|
2019
Q1 | $323K | Sell |
4,033
-547
| -12% | -$43.8K | 0.09% | 126 |
|
2018
Q4 | $298K | Sell |
4,580
-158
| -3% | -$10.3K | 0.1% | 124 |
|
2018
Q3 | $349K | Buy |
4,738
+38
| +0.8% | +$2.8K | 0.1% | 123 |
|
2018
Q2 | $321K | Buy |
4,700
+600
| +15% | +$41K | 0.1% | 126 |
|
2018
Q1 | $253K | Sell |
4,100
-763
| -16% | -$47.1K | 0.08% | 141 |
|
2017
Q4 | $331K | Buy |
4,863
+1,017
| +26% | +$69.2K | 0.11% | 118 |
|
2017
Q3 | $231K | Buy |
3,846
+8
| +0.2% | +$480 | 0.09% | 135 |
|
2017
Q2 | $219K | Sell |
3,838
-193
| -5% | -$11K | 0.1% | 124 |
|
2017
Q1 | $237K | Buy |
4,031
+207
| +5% | +$12.2K | 0.11% | 114 |
|
2016
Q4 | $233K | Buy |
3,824
+7
| +0.2% | +$427 | 0.12% | 112 |
|
2016
Q3 | $221K | Buy |
3,817
+7
| +0.2% | +$405 | 0.11% | 113 |
|
2016
Q2 | $227K | Buy |
3,810
+7
| +0.2% | +$417 | 0.12% | 114 |
|
2016
Q1 | $205K | Buy |
+3,803
| New | +$205K | 0.11% | 122 |
|