Perennial 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 | $357K | Sell |
2,453
-79
| -3% | -$11.5K | 0.03% | 308 |
|
|
2025
Q1 | $391K | Buy |
2,532
+276
| +12% | +$42.6K | 0.04% | 268 |
|
|
2024
Q4 | $316K | Buy |
2,256
+260
| +13% | +$36.5K | 0.04% | 287 |
|
|
2024
Q3 | $268K | Buy |
1,996
+97
| +5% | +$13K | 0.03% | 307 |
|
|
2024
Q2 | $225K | Buy |
1,899
+3
| +0.2% | +$356 | 0.03% | 325 |
|
|
2024
Q1 | $233K | Buy |
1,896
+4
| +0.2% | +$491 | 0.04% | 291 |
|
|
2023
Q4 | $225K | Sell |
1,892
-6
| -0.3% | -$715 | 0.04% | 288 |
|
|
2023
Q3 | $219K | Sell |
1,898
-31
| -2% | -$3.58K | 0.04% | 286 |
|
|
2023
Q2 | $216K | Sell |
1,929
-2
| -0.1% | -$224 | 0.04% | 295 |
|
|
2023
Q1 | $221K | Buy |
+1,931
| New | +$221K | 0.04% | 292 |
|
|
2022
Q3 | – | Sell |
-1,833
| Closed | -$208K | – | 225 |
|
|
2022
Q2 | $208K | Buy |
+1,833
| New | +$208K | 0.08% | 183 |
|