Morton Brown Family Wealth’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Hold |
985
| – | – | 0.04% | 70 |
|
|
2025
Q1 | $152K | Hold |
985
| – | – | 0.05% | 65 |
|
|
2024
Q4 | $138K | Hold |
985
| – | – | 0.05% | 70 |
|
|
2024
Q3 | $132K | Hold |
985
| – | – | 0.05% | 66 |
|
|
2024
Q2 | $122K | Sell |
985
-15
| -2% | -$1.86K | 0.05% | 67 |
|
|
2024
Q1 | $123K | Hold |
1,000
| – | – | 0.05% | 63 |
|
|
2023
Q4 | $119K | Hold |
1,000
| – | – | 0.05% | 67 |
|
|
2023
Q3 | $115K | Hold |
1,000
| – | – | 0.06% | 53 |
|
|
2023
Q2 | $112K | Hold |
1,000
| – | – | 0.06% | 58 |
|
|
2023
Q1 | $115K | Hold |
1,000
| – | – | 0.07% | 59 |
|
|
2022
Q4 | $116K | Hold |
1,000
| – | – | 0.08% | 57 |
|
|
2022
Q3 | $112K | Hold |
1,000
| – | – | 0.09% | 51 |
|
|
2022
Q2 | $114K | Hold |
1,000
| – | – | 0.09% | 50 |
|
|
2022
Q1 | $136K | Sell |
1,000
-5
| -0.5% | -$680 | 0.1% | 49 |
|
|
2021
Q4 | $137K | Buy |
+1,005
| New | +$137K | 0.11% | 49 |
|