Measured Wealth Private Client Group’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Hold |
1,674
| – | – | 0.07% | 159 |
|
|
2025
Q1 | $258K | Hold |
1,674
| – | – | 0.08% | 146 |
|
|
2024
Q4 | $235K | Hold |
1,674
| – | – | 0.08% | 158 |
|
|
2024
Q3 | $225K | Buy |
+1,674
| New | +$225K | 0.08% | 164 |
|
|
2024
Q2 | – | Sell |
-1,648
| Closed | -$202K | – | 205 |
|
|
2024
Q1 | $202K | Buy |
+1,648
| New | +$202K | 0.07% | 182 |
|
|
2022
Q2 | – | Sell |
-1,768
| Closed | -$241K | – | 195 |
|
|
2022
Q1 | $241K | Hold |
1,768
| – | – | 0.09% | 147 |
|
|
2021
Q4 | $241K | Buy |
+1,768
| New | +$241K | 0.09% | 143 |
|
|
2018
Q4 | – | Sell |
-153
| Closed | -$11K | – | 515 |
|
|
2018
Q3 | $11K | Buy |
+153
| New | +$11K | 0.01% | 606 |
|