OneDigital 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 | $1.53M | Sell |
10,508
-1,308
| -11% | -$190K | 0.02% | 512 |
|
|
2025
Q1 | $1.82M | Sell |
11,816
-3,371
| -22% | -$520K | 0.02% | 427 |
|
|
2024
Q4 | $2.13M | Sell |
15,187
-14
| -0.1% | -$1.96K | 0.02% | 404 |
|
|
2024
Q3 | $2.04M | Sell |
15,201
-761
| -5% | -$102K | 0.02% | 433 |
|
|
2024
Q2 | $1.89M | Buy |
15,962
+4,267
| +36% | +$506K | 0.02% | 433 |
|
|
2024
Q1 | $1.44M | Buy |
11,695
+322
| +3% | +$39.5K | 0.02% | 408 |
|
|
2023
Q4 | $1.35M | Buy |
11,373
+118
| +1% | +$14.1K | 0.02% | 390 |
|
|
2023
Q3 | $1.3M | Sell |
11,255
-262
| -2% | -$30.2K | 0.03% | 370 |
|
|
2023
Q2 | $1.29M | Sell |
11,517
-2,817
| -20% | -$315K | 0.03% | 360 |
|
|
2023
Q1 | $1.64M | Buy |
14,334
+2,679
| +23% | +$307K | 0.04% | 307 |
|
|
2022
Q4 | $1.35M | Sell |
11,655
-1,141
| -9% | -$132K | 0.04% | 303 |
|
|
2022
Q3 | $1.44M | Sell |
12,796
-49
| -0.4% | -$5.5K | 0.05% | 237 |
|
|
2022
Q2 | $1.46M | Buy |
12,845
+347
| +3% | +$39.5K | 0.06% | 204 |
|
|
2022
Q1 | $1.71M | Buy |
12,498
+156
| +1% | +$21.3K | 0.06% | 190 |
|
|
2021
Q4 | $1.69M | Buy |
12,342
+24
| +0.2% | +$3.28K | 0.06% | 189 |
|
|
2021
Q3 | $1.39M | Buy |
12,318
+1,965
| +19% | +$221K | 0.05% | 210 |
|
|
2021
Q2 | $1.11M | Buy |
10,353
+260
| +3% | +$27.9K | 0.05% | 236 |
|
|
2021
Q1 | $989K | Buy |
10,093
+6
| +0.1% | +$588 | 0.05% | 240 |
|
|
2020
Q4 | $940K | Sell |
10,087
-225
| -2% | -$21K | 0.05% | 237 |
|
|
2020
Q3 | $823K | Buy |
10,312
+215
| +2% | +$17.2K | 0.06% | 219 |
|
|
2020
Q2 | $765K | Sell |
10,097
-790
| -7% | -$59.9K | 0.06% | 239 |
|
|
2020
Q1 | $685K | Buy |
10,887
+1,326
| +14% | +$83.4K | 0.06% | 234 |
|
|
2019
Q4 | $813K | Sell |
9,561
-44
| -0.5% | -$3.74K | 0.06% | 218 |
|
|
2019
Q3 | $795K | Sell |
9,605
-4,125
| -30% | -$341K | 0.07% | 202 |
|
|
2019
Q2 | $1.13M | Buy |
13,730
+10,436
| +317% | +$859K | 0.09% | 138 |
|
|
2019
Q1 | $264K | Sell |
3,294
-150
| -4% | -$12K | 0.04% | 245 |
|
|
2018
Q4 | $224K | Sell |
3,444
-10
| -0.3% | -$650 | 0.04% | 245 |
|
|
2018
Q3 | $254K | Hold |
3,454
| – | – | 0.06% | 149 |
|
|
2018
Q2 | $236K | Sell |
3,454
-819
| -19% | -$56K | 0.05% | 190 |
|
|
2018
Q1 | $263K | Sell |
4,273
-408
| -9% | -$25.1K | 0.06% | 189 |
|
|
2017
Q4 | $319K | Buy |
4,681
+1,226
| +35% | +$83.5K | 0.04% | 176 |
|
|
2017
Q3 | $207K | Buy |
3,455
+556
| +19% | +$33.3K | 0.08% | 146 |
|
|
2017
Q2 | $165K | Buy |
+2,899
| New | +$165K | 0.05% | 224 |
|