O'Brien Wealth Partners’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 | $186K | Buy |
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2025
Q1 | $197K | Hold |
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2024
Q4 | $179K | Sell |
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2024
Q3 | $195K | Hold |
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2024
Q2 | $172K | Sell |
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2024
Q1 | $179K | Hold |
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2023
Q4 | $173K | Sell |
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2023
Q3 | $177K | Hold |
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2023
Q2 | $171K | Sell |
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2023
Q1 | $176K | Sell |
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2022
Q4 | $178K | Buy |
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2022
Q3 | – | Sell |
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2022
Q2 | $191K | Sell |
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2022
Q1 | $202K | Buy |
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2021
Q4 | $199K | Sell |
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2021
Q3 | $192K | Buy |
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2019
Q4 | – | Sell |
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2019
Q3 | $203K | Hold |
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2019
Q2 | $209K | Sell |
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2019
Q1 | $237K | Buy |
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2018
Q4 | – | Sell |
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2018
Q3 | $142K | Hold |
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2018
Q2 | $132K | Hold |
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2018
Q1 | $119K | Buy |
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