Michael J. Puzo’s Paychex PAYX Stock Holding History

Michael J. Puzo’s Portfolio PAYX Stock Details PAYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,500	Closed	-$201K	–	77
2024 Q3	$201K	Sell	1,500 -500	-25%	-$67.1K	0.05%	76
2024 Q2	$237K	Sell	2,000 -300	-13%	-$35.6K	0.07%	72
2024 Q1	$282K	Sell	2,300 -115	-5%	-$14.1K	0.08%	71
2023 Q4	$288K	Hold	2,415	–	–	0.09%	66
2023 Q3	$279K	Sell	2,415 -300	-11%	-$34.6K	0.09%	67
2023 Q2	$304K	Sell	2,715 -335	-11%	-$37.5K	0.1%	66
2023 Q1	$349K	Buy	3,050 +50	+2%	+$5.73K	0.12%	65
2022 Q4	$347K	Hold	3,000	–	–	0.13%	64
2022 Q3	$337K	Hold	3,000	–	–	0.13%	65
2022 Q2	$342K	Hold	3,000	–	–	0.12%	66
2022 Q1	$409K	Hold	3,000	–	–	0.12%	67
2021 Q4	$409K	Hold	3,000	–	–	0.12%	66
2021 Q3	$337K	Hold	3,000	–	–	0.11%	66
2021 Q2	$322K	Hold	3,000	–	–	0.1%	66
2021 Q1	$294K	Hold	3,000	–	–	0.09%	68
2020 Q4	$280K	Hold	3,000	–	–	0.09%	69
2020 Q3	$239K	Hold	3,000	–	–	0.09%	70
2020 Q2	$227K	Buy	+3,000	New	+$227K	0.08%	72
2020 Q1	–	Sell	-3,900	Closed	-$332K	–	77
2019 Q4	$332K	Hold	3,900	–	–	0.12%	67
2019 Q3	$323K	Hold	3,900	–	–	0.12%	69
2019 Q2	$321K	Sell	3,900 -100	-3%	-$8.23K	0.12%	69
2019 Q1	$321K	Sell	4,000 -200	-5%	-$16.1K	0.13%	64
2018 Q4	$274K	Sell	4,200 -100	-2%	-$6.52K	0.12%	68
2018 Q3	$317K	Sell	4,300 -200	-4%	-$14.7K	0.12%	69
2018 Q2	$308K	Hold	4,500	–	–	0.13%	66
2018 Q1	$277K	Hold	4,500	–	–	0.12%	70
2017 Q4	$306K	Sell	4,500 -1,975	-31%	-$134K	0.13%	69
2017 Q3	$388K	Sell	6,475 -1,000	-13%	-$59.9K	0.2%	65
2017 Q2	$425K	Hold	7,475	–	–	0.23%	61
2017 Q1	$440K	Hold	7,475	–	–	0.24%	60
2016 Q4	$455K	Hold	7,475	–	–	0.26%	62
2016 Q3	$432K	Hold	7,475	–	–	0.25%	62
2016 Q2	$445K	Sell	7,475 -350	-4%	-$20.8K	0.29%	60
2016 Q1	$423K	Hold	7,825	–	–	0.28%	61
2015 Q4	$414K	Sell	7,825 -20	-0.3%	-$1.06K	0.29%	62
2015 Q3	$374K	Hold	7,845	–	–	0.27%	65
2015 Q2	$368K	Hold	7,845	–	–	0.24%	70
2015 Q1	$389K	Buy	7,845 +2,305	+42%	+$114K	0.25%	68
2014 Q4	$256K	Buy	5,540 +40	+0.7%	+$1.85K	0.17%	74
2014 Q3	$243K	Hold	5,500	–	–	0.17%	76
2014 Q2	$229K	Hold	5,500	–	–	0.16%	71
2014 Q1	$234K	Hold	5,500	–	–	0.17%	68
2013 Q4	$250K	Hold	5,500	–	–	0.18%	68
2013 Q3	$224K	Hold	5,500	–	–	0.19%	69
2013 Q2	$201K	Buy	+5,500	New	+$201K	0.18%	75