Montag & Associates’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 | $636K | Hold |
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|
2025
Q1 | $675K | Hold |
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|
2024
Q4 | $613K | Hold |
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|
2024
Q3 | $587K | Hold |
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|
2024
Q2 | $519K | Sell |
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|
2024
Q1 | $546K | Sell |
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|
2023
Q4 | $542K | Buy |
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|
2023
Q3 | $484K | Hold |
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|
2023
Q2 | $470K | Hold |
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|
2023
Q1 | $481K | Hold |
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|
2022
Q4 | $485K | Hold |
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|
2022
Q3 | $471K | Hold |
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|
2022
Q2 | $478K | Sell |
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|
2022
Q1 | $641K | Sell |
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|
2021
Q4 | $822K | Sell |
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|
2021
Q3 | $680K | Hold |
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|
2021
Q2 | $649K | Hold |
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|
2021
Q1 | $593K | Hold |
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|
2020
Q4 | $563K | Hold |
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|
2020
Q3 | $482K | Buy |
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|
2020
Q2 | $242K | Buy |
|