Modera 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 | $836K | Hold |
5,748
| – | – | 0.01% | 357 |
|
|
2025
Q1 | $887K | Sell |
5,748
-855
| -13% | -$132K | 0.01% | 339 |
|
|
2024
Q4 | $926K | Buy |
6,603
+379
| +6% | +$53.1K | 0.01% | 338 |
|
|
2024
Q3 | $835K | Sell |
6,224
-143
| -2% | -$19.2K | 0.01% | 336 |
|
|
2024
Q2 | $755K | Sell |
6,367
-3
| -0% | -$356 | 0.01% | 332 |
|
|
2024
Q1 | $782K | Buy |
6,370
+1,465
| +30% | +$180K | 0.01% | 330 |
|
|
2023
Q4 | $584K | Buy |
4,905
+77
| +2% | +$9.17K | 0.01% | 352 |
|
|
2023
Q3 | $557K | Sell |
4,828
-464
| -9% | -$53.5K | 0.01% | 345 |
|
|
2023
Q2 | $592K | Buy |
+5,292
| New | +$592K | 0.01% | 355 |
|
|
2022
Q1 | – | Sell |
-2,800
| Closed | -$382K | – | 526 |
|
|
2021
Q4 | $382K | Buy |
+2,800
| New | +$382K | 0.01% | 337 |
|