Mission 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
$617K Buy
4,244
+78
+2% +$11.3K 0.01% 404
2025
Q1
$643K Buy
4,166
+163
+4% +$25.2K 0.02% 377
2024
Q4
$561K Sell
4,003
-69
-2% -$9.68K 0.01% 386
2024
Q3
$546K Buy
4,072
+211
+5% +$28.3K 0.01% 399
2024
Q2
$458K Buy
3,861
+294
+8% +$34.9K 0.01% 409
2024
Q1
$438K Sell
3,567
-120
-3% -$14.7K 0.01% 443
2023
Q4
$439K Buy
3,687
+63
+2% +$7.51K 0.01% 384
2023
Q3
$418K Sell
3,624
-337
-9% -$38.9K 0.02% 363
2023
Q2
$443K Buy
3,961
+37
+0.9% +$4.14K 0.02% 353
2023
Q1
$450K Buy
3,924
+26
+0.7% +$2.98K 0.02% 346
2022
Q4
$450K Sell
3,898
-393
-9% -$45.4K 0.02% 327
2022
Q3
$482K Buy
4,291
+110
+3% +$12.4K 0.03% 285
2022
Q2
$476K Buy
4,181
+22
+0.5% +$2.51K 0.03% 295
2022
Q1
$567K Buy
4,159
+3
+0.1% +$409 0.03% 273
2021
Q4
$567K Sell
4,156
-11
-0.3% -$1.5K 0.03% 273
2021
Q3
$469K Buy
4,167
+198
+5% +$22.3K 0.02% 289
2021
Q2
$426K Buy
3,969
+142
+4% +$15.2K 0.02% 311
2021
Q1
$375K Buy
3,827
+30
+0.8% +$2.94K 0.02% 317
2020
Q4
$354K Buy
+3,797
New +$354K 0.02% 312