Optivise Advisory Services’s Paychex PAYX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$308K	Sell	2,121 -5	-0.2%	-$727	0.16%	132
2025 Q1	$328K	Sell	2,126 -138	-6%	-$21.3K	0.18%	118
2024 Q4	$317K	Buy	2,264 +86	+4%	+$12.1K	0.17%	120
2024 Q3	$292K	Sell	2,178 -290	-12%	-$38.9K	0.15%	122
2024 Q2	$293K	Buy	+2,468	New	+$293K	0.16%	132