Mount Yale 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 | $109K | Buy |
+746
| New | +$109K | 0.01% | 640 |
|
|
2022
Q2 | – | Sell |
-5,041
| Closed | -$688K | – | 485 |
|
|
2022
Q1 | $688K | Buy |
+5,041
| New | +$688K | 0.07% | 256 |
|
|
2020
Q2 | – | Sell |
-6,266
| Closed | -$394K | – | 354 |
|
|
2020
Q1 | $394K | Buy |
6,266
+1,555
| +33% | +$97.8K | 0.09% | 215 |
|
|
2019
Q4 | $404K | Buy |
4,711
+439
| +10% | +$37.6K | 0.07% | 243 |
|
|
2019
Q3 | $355K | Buy |
4,272
+432
| +11% | +$35.9K | 0.06% | 247 |
|
|
2019
Q2 | $316K | Buy |
3,840
+28
| +0.7% | +$2.3K | 0.06% | 256 |
|
|
2019
Q1 | $306K | Sell |
3,812
-104
| -3% | -$8.35K | 0.06% | 253 |
|
|
2018
Q4 | $290K | Sell |
3,916
-129
| -3% | -$9.55K | 0.06% | 261 |
|
|
2018
Q3 | $277K | Buy |
+4,045
| New | +$277K | 0.05% | 267 |
|