One Charles Private Wealth Services’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $222K | Sell |
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|
2025
Q4 | $300K | Sell |
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|
2025
Q3 | $342K | Hold |
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|
2025
Q2 | $393K | Hold |
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|
2025
Q1 | $416K | Hold |
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|
2024
Q4 | $379K | Hold |
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|
2024
Q3 | $362K | Hold |
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|
2024
Q2 | $320K | Hold |
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|
2024
Q1 | $332K | Sell |
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|
2023
Q4 | $356K | Hold |
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|
2023
Q3 | $345K | Hold |
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|
2023
Q2 | $334K | Sell |
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|
2023
Q1 | $353K | Sell |
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|
2022
Q4 | $362K | Sell |
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|
2022
Q3 | $352K | Hold |
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|
2022
Q2 | $356K | Buy |
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|
2022
Q1 | $422K | Hold |
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|
2021
Q4 | $422K | Sell |
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|
2021
Q3 | $348K | Hold |
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|
2021
Q2 | $332K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $231K | Buy |
|