Moneta Group Investment Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Buy |
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|
2025
Q1 | $853K | Buy |
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|
2024
Q4 | $766K | Sell |
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|
2024
Q3 | $803K | Sell |
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|
2024
Q2 | $714K | Sell |
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|
2024
Q1 | $764K | Buy |
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|
2023
Q4 | $707K | Buy |
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|
2023
Q3 | $626K | Buy |
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|
2023
Q2 | $563K | Buy |
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|
2023
Q1 | $552K | Buy |
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|
2022
Q4 | $550K | Buy |
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|
2022
Q3 | $495K | Sell |
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|
2022
Q2 | $762K | Buy |
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|
2022
Q1 | $712K | Buy |
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|
2021
Q4 | $514K | Buy |
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|
2021
Q3 | $391K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $36K | Hold |
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|
2019
Q3 | $35K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $6K | Buy |
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|
2017
Q4 | $0 | Buy |
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