Phillips Wealth Planners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,523
| Closed | -$224K | – | 193 |
|
|
2025
Q1 | $224K | Sell |
1,523
-448
| -23% | -$65.7K | 0.24% | 158 |
|
|
2024
Q4 | $274K | Sell |
1,971
-31
| -2% | -$4.31K | 0.27% | 129 |
|
|
2024
Q3 | $285K | Buy |
+2,002
| New | +$285K | 0.27% | 131 |
|
|
2024
Q2 | – | Sell |
-1,825
| Closed | -$221K | – | 179 |
|
|
2024
Q1 | $221K | Sell |
1,825
-11
| -0.6% | -$1.33K | 0.25% | 157 |
|
|
2023
Q4 | $221K | Buy |
+1,836
| New | +$221K | 0.27% | 142 |
|