Optimum 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 | $109K | Hold |
750
| – | – | 0.05% | 239 |
|
|
2025
Q1 | $116K | Hold |
750
| – | – | 0.05% | 223 |
|
|
2024
Q4 | $105K | Hold |
750
| – | – | 0.05% | 246 |
|
|
2024
Q3 | $101K | Sell |
750
-700
| -48% | -$93.9K | 0.04% | 273 |
|
|
2024
Q2 | $172K | Hold |
1,450
| – | – | 0.08% | 202 |
|
|
2024
Q1 | $178K | Hold |
1,450
| – | – | 0.08% | 200 |
|
|
2023
Q4 | $173K | Hold |
1,450
| – | – | 0.09% | 198 |
|
|
2023
Q3 | $167K | Hold |
1,450
| – | – | 0.09% | 197 |
|
|
2023
Q2 | $162K | Hold |
1,450
| – | – | 0.08% | 214 |
|
|
2023
Q1 | $166K | Hold |
1,450
| – | – | 0.09% | 204 |
|
|
2022
Q4 | $168K | Hold |
1,450
| – | – | 0.09% | 202 |
|
|
2022
Q3 | $163K | Hold |
1,450
| – | – | 0.09% | 203 |
|
|
2022
Q2 | $165K | Hold |
1,450
| – | – | 0.08% | 207 |
|
|
2022
Q1 | $198K | Hold |
1,450
| – | – | 0.08% | 206 |
|
|
2021
Q4 | $198K | Hold |
1,450
| – | – | 0.08% | 226 |
|
|
2021
Q3 | $163K | Hold |
1,450
| – | – | 0.07% | 255 |
|
|
2021
Q2 | $156K | Sell |
1,450
-350
| -19% | -$37.7K | 0.05% | 305 |
|
|
2021
Q1 | $176K | Hold |
1,800
| – | – | 0.05% | 280 |
|
|
2020
Q4 | $168K | Sell |
1,800
-100
| -5% | -$9.33K | 0.05% | 267 |
|
|
2020
Q3 | $152K | Hold |
1,900
| – | – | 0.05% | 268 |
|
|
2020
Q2 | $144K | Hold |
1,900
| – | – | 0.05% | 273 |
|
|
2020
Q1 | $120K | Hold |
1,900
| – | – | 0.05% | 281 |
|
|
2019
Q4 | $162K | Hold |
1,900
| – | – | 0.05% | 308 |
|
|
2019
Q3 | $157K | Hold |
1,900
| – | – | 0.05% | 307 |
|
|
2019
Q2 | $156K | Hold |
1,900
| – | – | 0.05% | 306 |
|
|
2019
Q1 | $152K | Sell |
1,900
-200
| -10% | -$16K | 0.05% | 314 |
|
|
2018
Q4 | $137K | Sell |
2,100
-450
| -18% | -$29.4K | 0.05% | 318 |
|
|
2018
Q3 | $188K | Buy |
2,550
+1,150
| +82% | +$84.8K | 0.05% | 312 |
|
|
2018
Q2 | $96K | Hold |
1,400
| – | – | 0.03% | 406 |
|
|
2018
Q1 | $86K | Buy |
+1,400
| New | +$86K | 0.03% | 435 |
|
|
2017
Q3 | – | Sell |
-5,100
| Closed | -$290K | – | 306 |
|
|
2017
Q2 | $290K | Hold |
5,100
| – | – | 0.1% | 222 |
|
|
2017
Q1 | $300K | Hold |
5,100
| – | – | 0.11% | 218 |
|
|
2016
Q4 | $310K | Hold |
5,100
| – | – | 0.12% | 210 |
|
|
2016
Q3 | $295K | Hold |
5,100
| – | – | 0.11% | 218 |
|
|
2016
Q2 | $303K | Hold |
5,100
| – | – | 0.12% | 207 |
|
|
2016
Q1 | $275K | Hold |
5,100
| – | – | 0.11% | 213 |
|
|
2015
Q4 | $270K | Buy |
+5,100
| New | +$270K | 0.1% | 217 |
|
|
2015
Q1 | $44K | Sell |
900
-500
| -36% | -$24.4K | 0.01% | 535 |
|
|
2014
Q4 | $65K | Hold |
1,400
| – | – | 0.02% | 446 |
|
|
2014
Q3 | $66K | Sell |
1,400
-100
| -7% | -$4.71K | 0.02% | 417 |
|
|
2014
Q2 | $62K | Buy |
1,500
+1,350
| +900% | +$55.8K | 0.02% | 434 |
|
|
2014
Q1 | $6K | Sell |
150
-500
| -77% | -$20K | ﹤0.01% | 652 |
|
|
2013
Q4 | $30K | Sell |
650
-400
| -38% | -$18.5K | 0.01% | 457 |
|
|
2013
Q3 | $43K | Buy |
+1,050
| New | +$43K | 0.02% | 391 |
|