Modern 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 | $2.05M | Buy |
14,092
+278
| +2% | +$40.4K | 0.05% | 262 |
|
|
2025
Q1 | $2.13M | Buy |
13,814
+3,079
| +29% | +$475K | 0.07% | 200 |
|
|
2024
Q4 | $1.51M | Sell |
10,735
-525
| -5% | -$73.6K | 0.06% | 213 |
|
|
2024
Q3 | $1.51M | Sell |
11,260
-63
| -0.6% | -$8.45K | 0.09% | 134 |
|
|
2024
Q2 | $1.34M | Buy |
11,323
+1,552
| +16% | +$184K | 0.1% | 120 |
|
|
2024
Q1 | $1.2M | Buy |
+9,771
| New | +$1.2M | 0.11% | 102 |
|