Naviter 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 | – | Sell |
-9,650
| Closed | -$1.46M | – | 302 |
|
|
2025
Q1 | $1.46M | Hold |
9,650
| – | – | 0.18% | 144 |
|
|
2024
Q4 | $1.35M | Buy |
9,650
+2,736
| +40% | +$384K | 0.16% | 144 |
|
|
2024
Q3 | $928K | Sell |
6,914
-58
| -0.8% | -$7.78K | 0.13% | 163 |
|
|
2024
Q2 | $827K | Sell |
6,972
-488
| -7% | -$57.9K | 0.12% | 172 |
|
|
2024
Q1 | $916K | Sell |
7,460
-455
| -6% | -$55.9K | 0.15% | 161 |
|
|
2023
Q4 | $943K | Sell |
7,915
-160
| -2% | -$19.1K | 0.19% | 137 |
|
|
2023
Q3 | $931K | Sell |
8,075
-78
| -1% | -$9K | 0.22% | 108 |
|
|
2023
Q2 | $912K | Buy |
+8,153
| New | +$912K | 0.23% | 112 |
|