Morningstar Investment Management’s Paychex PAYX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,493	Closed	-$209K	–	178
2024 Q4	$209K	Hold	1,493	–	–	0.02%	207
2024 Q3	$213K	Buy	+1,493	New	+$213K	0.02%	205