Optimist Retirement Group’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Sell |
2,592
-217
| -8% | -$31.6K | 0.18% | 62 |
|
|
2025
Q1 | $433K | Hold |
2,809
| – | – | 0.22% | 52 |
|
|
2024
Q4 | $394K | Sell |
2,809
-600
| -18% | -$84.1K | 0.19% | 58 |
|
|
2024
Q3 | $457K | Hold |
3,409
| – | – | 0.21% | 55 |
|
|
2024
Q2 | $404K | Hold |
3,409
| – | – | 0.21% | 51 |
|
|
2024
Q1 | $419K | Hold |
3,409
| – | – | 0.22% | 52 |
|
|
2023
Q4 | $406K | Buy |
+3,409
| New | +$406K | 0.26% | 49 |
|