Optimum Investment Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $95.1K | Hold |
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|
2025
Q2 | $109K | Hold |
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|
2025
Q1 | $116K | Hold |
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|
2024
Q4 | $105K | Hold |
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|
2024
Q3 | $101K | Sell |
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|
2024
Q2 | $172K | Hold |
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|
2024
Q1 | $178K | Hold |
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|
2023
Q4 | $173K | Hold |
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|
2023
Q3 | $167K | Hold |
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|
2023
Q2 | $162K | Hold |
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|
2023
Q1 | $166K | Hold |
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|
2022
Q4 | $168K | Hold |
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|
2022
Q3 | $163K | Hold |
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|
2022
Q2 | $165K | Hold |
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|
2022
Q1 | $198K | Hold |
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|
2021
Q4 | $198K | Hold |
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|
2021
Q3 | $163K | Hold |
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|
2021
Q2 | $156K | Sell |
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|
2021
Q1 | $176K | Hold |
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|
2020
Q4 | $168K | Sell |
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|
2020
Q3 | $152K | Hold |
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|
2020
Q2 | $144K | Hold |
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|
2020
Q1 | $120K | Hold |
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|
2019
Q4 | $162K | Hold |
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|
2019
Q3 | $157K | Hold |
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|
2019
Q2 | $156K | Hold |
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|
2019
Q1 | $152K | Sell |
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|
2018
Q4 | $137K | Sell |
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|
2018
Q3 | $188K | Buy |
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|
2018
Q2 | $96K | Hold |
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|
2018
Q1 | $86K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $290K | Hold |
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|
2017
Q1 | $300K | Hold |
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|
2016
Q4 | $310K | Hold |
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|
2016
Q3 | $295K | Hold |
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|
2016
Q2 | $303K | Hold |
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|
2016
Q1 | $275K | Hold |
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|
2015
Q4 | $270K | Buy |
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|
2015
Q1 | $44K | Sell |
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|
2014
Q4 | $65K | Hold |
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|
2014
Q3 | $66K | Sell |
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|
2014
Q2 | $62K | Buy |
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|
2014
Q1 | $6K | Sell |
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|
2013
Q4 | $30K | Sell |
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|
2013
Q3 | $43K | Buy |
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