Patten & Patten’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Buy |
3,446
+300
| +10% | +$43.6K | 0.03% | 227 |
|
|
2025
Q1 | $485K | Hold |
3,146
| – | – | 0.03% | 228 |
|
|
2024
Q4 | $441K | Sell |
3,146
-20
| -0.6% | -$2.8K | 0.03% | 232 |
|
|
2024
Q3 | $425K | Sell |
3,166
-750
| -19% | -$101K | 0.03% | 230 |
|
|
2024
Q2 | $464K | Sell |
3,916
-250
| -6% | -$29.6K | 0.03% | 222 |
|
|
2024
Q1 | $512K | Buy |
4,166
+326
| +8% | +$40K | 0.04% | 214 |
|
|
2023
Q4 | $457K | Sell |
3,840
-2,801
| -42% | -$334K | 0.04% | 203 |
|
|
2023
Q3 | $766K | Buy |
6,641
+120
| +2% | +$13.8K | 0.07% | 163 |
|
|
2023
Q2 | $730K | Hold |
6,521
| – | – | 0.06% | 171 |
|
|
2023
Q1 | $747K | Hold |
6,521
| – | – | 0.07% | 167 |
|
|
2022
Q4 | $754K | Hold |
6,521
| – | – | 0.07% | 167 |
|
|
2022
Q3 | $732K | Sell |
6,521
-35
| -0.5% | -$3.93K | 0.07% | 164 |
|
|
2022
Q2 | $747K | Hold |
6,556
| – | – | 0.07% | 168 |
|
|
2022
Q1 | $895K | Hold |
6,556
| – | – | 0.07% | 162 |
|
|
2021
Q4 | $895K | Buy |
6,556
+20
| +0.3% | +$2.73K | 0.06% | 162 |
|
|
2021
Q3 | $735K | Hold |
6,536
| – | – | 0.06% | 174 |
|
|
2021
Q2 | $701K | Hold |
6,536
| – | – | 0.05% | 178 |
|
|
2021
Q1 | $641K | Hold |
6,536
| – | – | 0.05% | 180 |
|
|
2020
Q4 | $609K | Hold |
6,536
| – | – | 0.05% | 175 |
|
|
2020
Q3 | $521K | Hold |
6,536
| – | – | 0.05% | 177 |
|
|
2020
Q2 | $495K | Hold |
6,536
| – | – | 0.05% | 170 |
|
|
2020
Q1 | $411K | Sell |
6,536
-475
| -7% | -$29.9K | 0.05% | 172 |
|
|
2019
Q4 | $596K | Buy |
7,011
+25
| +0.4% | +$2.13K | 0.06% | 165 |
|
|
2019
Q3 | $578K | Sell |
6,986
-585
| -8% | -$48.4K | 0.06% | 166 |
|
|
2019
Q2 | $623K | Sell |
7,571
-50
| -0.7% | -$4.11K | 0.07% | 156 |
|
|
2019
Q1 | $611K | Hold |
7,621
| – | – | 0.07% | 156 |
|
|
2018
Q4 | $497K | Hold |
7,621
| – | – | 0.06% | 166 |
|
|
2018
Q3 | $561K | Hold |
7,621
| – | – | 0.06% | 168 |
|
|
2018
Q2 | $521K | Hold |
7,621
| – | – | 0.05% | 171 |
|
|
2018
Q1 | $469K | Hold |
7,621
| – | – | 0.05% | 180 |
|
|
2017
Q4 | $519K | Sell |
7,621
-225
| -3% | -$15.3K | 0.05% | 179 |
|
|
2017
Q3 | $470K | Sell |
7,846
-8,210
| -51% | -$492K | 0.05% | 185 |
|
|
2017
Q2 | $914K | Sell |
16,056
-2,150
| -12% | -$122K | 0.1% | 127 |
|
|
2017
Q1 | $1.07M | Buy |
+18,206
| New | +$1.07M | 0.12% | 124 |
|