Moneta Group Investment Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Buy |
5,744
+216
| +4% | +$31.4K | 0.01% | 335 |
|
|
2025
Q1 | $853K | Buy |
5,528
+67
| +1% | +$10.3K | 0.01% | 309 |
|
|
2024
Q4 | $766K | Sell |
5,461
-526
| -9% | -$73.8K | 0.01% | 320 |
|
|
2024
Q3 | $803K | Sell |
5,987
-31
| -0.5% | -$4.16K | 0.01% | 310 |
|
|
2024
Q2 | $714K | Sell |
6,018
-206
| -3% | -$24.4K | 0.01% | 322 |
|
|
2024
Q1 | $764K | Buy |
6,224
+292
| +5% | +$35.9K | 0.01% | 300 |
|
|
2023
Q4 | $707K | Buy |
5,932
+503
| +9% | +$59.9K | 0.01% | 282 |
|
|
2023
Q3 | $626K | Buy |
5,429
+397
| +8% | +$45.8K | 0.01% | 278 |
|
|
2023
Q2 | $563K | Buy |
5,032
+215
| +4% | +$24.1K | 0.01% | 300 |
|
|
2023
Q1 | $552K | Buy |
4,817
+72
| +2% | +$8.25K | 0.01% | 302 |
|
|
2022
Q4 | $550K | Buy |
4,745
+334
| +8% | +$38.7K | 0.02% | 280 |
|
|
2022
Q3 | $495K | Sell |
4,411
-2,281
| -34% | -$256K | 0.02% | 277 |
|
|
2022
Q2 | $762K | Buy |
6,692
+1,475
| +28% | +$168K | 0.03% | 241 |
|
|
2022
Q1 | $712K | Buy |
5,217
+1,451
| +39% | +$198K | 0.03% | 247 |
|
|
2021
Q4 | $514K | Buy |
3,766
+289
| +8% | +$39.4K | 0.02% | 292 |
|
|
2021
Q3 | $391K | Buy |
+3,477
| New | +$391K | 0.02% | 321 |
|
|
2020
Q3 | – | Sell |
-2,812
| Closed | -$213K | – | 287 |
|
|
2020
Q2 | $213K | Buy |
+2,812
| New | +$213K | 0.02% | 236 |
|
|
2020
Q1 | – | Sell |
-423
| Closed | -$36K | – | 274 |
|
|
2019
Q4 | $36K | Hold |
423
| – | – | ﹤0.01% | 263 |
|
|
2019
Q3 | $35K | Buy |
+423
| New | +$35K | ﹤0.01% | 264 |
|
|
2018
Q2 | – | Sell |
-91
| Closed | -$6K | – | 569 |
|
|
2018
Q1 | $6K | Buy |
91
+86
| +1,720% | +$5.67K | ﹤0.01% | 500 |
|
|
2017
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 527 |
|