Paragon Private Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
8,552
+246
| +3% | +$35.8K | 0.5% | 56 |
|
|
2025
Q1 | $1.28M | Buy |
8,306
+207
| +3% | +$31.9K | 0.6% | 53 |
|
|
2024
Q4 | $1.14M | Buy |
8,099
+554
| +7% | +$77.7K | 0.52% | 55 |
|
|
2024
Q3 | $1.01M | Buy |
7,545
+372
| +5% | +$49.9K | 0.5% | 58 |
|
|
2024
Q2 | $850K | Sell |
7,173
-398
| -5% | -$47.2K | 0.48% | 62 |
|
|
2024
Q1 | $930K | Buy |
7,571
+88
| +1% | +$10.8K | 0.55% | 59 |
|
|
2023
Q4 | $891K | Buy |
7,483
+795
| +12% | +$94.7K | 0.62% | 55 |
|
|
2023
Q3 | $771K | Buy |
6,688
+546
| +9% | +$63K | 0.64% | 55 |
|
|
2023
Q2 | $687K | Buy |
6,142
+341
| +6% | +$38.1K | 0.55% | 64 |
|
|
2023
Q1 | $665K | Buy |
5,801
+1,693
| +41% | +$194K | 0.56% | 60 |
|
|
2022
Q4 | $475K | Buy |
4,108
+1,215
| +42% | +$140K | 0.43% | 71 |
|
|
2022
Q3 | $337K | Buy |
+2,893
| New | +$337K | 0.33% | 84 |
|