Perigon 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 | $607K | Sell |
4,172
-646
| -13% | -$94K | 0.01% | 622 |
|
|
2025
Q1 | $743K | Buy |
4,818
+58
| +1% | +$8.95K | 0.02% | 522 |
|
|
2024
Q4 | $699K | Buy |
4,760
+975
| +26% | +$143K | 0.02% | 539 |
|
|
2024
Q3 | $508K | Buy |
3,785
+34
| +0.9% | +$4.56K | 0.01% | 612 |
|
|
2024
Q2 | $445K | Buy |
3,751
+143
| +4% | +$17K | 0.01% | 566 |
|
|
2024
Q1 | $443K | Buy |
3,608
+365
| +11% | +$44.8K | 0.01% | 565 |
|
|
2023
Q4 | $386K | Buy |
3,243
+1,266
| +64% | +$151K | 0.01% | 575 |
|
|
2023
Q3 | $228K | Sell |
1,977
-1,135
| -36% | -$131K | 0.01% | 691 |
|
|
2023
Q2 | $348K | Buy |
3,112
+2
| +0.1% | +$224 | 0.01% | 560 |
|
|
2023
Q1 | $356K | Sell |
3,110
-173
| -5% | -$19.8K | 0.02% | 480 |
|
|
2022
Q4 | $379K | Buy |
3,283
+1,226
| +60% | +$142K | 0.02% | 454 |
|
|
2022
Q3 | $231K | Sell |
2,057
-98
| -5% | -$11K | 0.02% | 496 |
|
|
2022
Q2 | $245K | Buy |
2,155
+510
| +31% | +$58K | 0.02% | 483 |
|
|
2022
Q1 | $225K | Sell |
1,645
-45
| -3% | -$6.16K | 0.02% | 555 |
|
|
2021
Q4 | $231K | Buy |
+1,690
| New | +$231K | 0.02% | 521 |
|
|
2021
Q1 | – | Sell |
-757
| Closed | -$71K | – | 865 |
|
|
2020
Q4 | $71K | Buy |
+757
| New | +$71K | 0.01% | 631 |
|
|
2017
Q2 | – | Sell |
-4,300
| Closed | -$253K | – | 615 |
|
|
2017
Q1 | $253K | Hold |
4,300
| – | – | 0.05% | 233 |
|
|
2016
Q4 | $269K | Hold |
4,300
| – | – | 0.06% | 221 |
|
|
2016
Q3 | $249K | Hold |
4,300
| – | – | 0.06% | 194 |
|
|
2016
Q2 | $256K | Sell |
4,300
-35
| -0.8% | -$2.08K | 0.07% | 186 |
|
|
2016
Q1 | $234K | Hold |
4,335
| – | – | 0.07% | 137 |
|
|
2015
Q4 | $229K | Buy |
+4,335
| New | +$229K | 0.06% | 196 |
|