Phoenix Wealth 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 | $520K | Buy |
3,578
+15
| +0.4% | +$2.18K | 0.22% | 81 |
|
|
2025
Q1 | $550K | Buy |
3,563
+166
| +5% | +$25.6K | 0.24% | 73 |
|
|
2024
Q4 | $476K | Sell |
3,397
-14
| -0.4% | -$1.96K | 0.21% | 78 |
|
|
2024
Q3 | $458K | Sell |
3,411
-408
| -11% | -$54.8K | 0.21% | 75 |
|
|
2024
Q2 | $453K | Buy |
3,819
+100
| +3% | +$11.9K | 0.23% | 77 |
|
|
2024
Q1 | $457K | Buy |
3,719
+2
| +0.1% | +$246 | 0.28% | 71 |
|
|
2023
Q4 | $438K | Buy |
3,717
+18
| +0.5% | +$2.12K | 0.31% | 60 |
|
|
2023
Q3 | $427K | Buy |
3,699
+83
| +2% | +$9.57K | 0.25% | 56 |
|
|
2023
Q2 | $405K | Sell |
3,616
-108
| -3% | -$12.1K | 0.24% | 58 |
|
|
2023
Q1 | $427K | Sell |
3,724
-17,291
| -82% | -$1.98M | 0.26% | 51 |
|
|
2022
Q4 | $2.43M | Sell |
21,015
-878
| -4% | -$101K | 1.46% | 19 |
|
|
2022
Q3 | $2.46M | Sell |
21,893
-1,118
| -5% | -$125K | 2.46% | 14 |
|
|
2022
Q2 | $2.62M | Sell |
23,011
-203
| -0.9% | -$23.1K | 2.58% | 13 |
|
|
2022
Q1 | $3.28M | Sell |
23,214
-1,095
| -5% | -$155K | 3.39% | 6 |
|
|
2021
Q4 | $3.32M | Sell |
24,309
-1,553
| -6% | -$212K | 2.51% | 9 |
|
|
2021
Q3 | $2.91M | Buy |
25,862
+28
| +0.1% | +$3.15K | 2.17% | 14 |
|
|
2021
Q2 | $2.81M | Buy |
25,834
+992
| +4% | +$108K | 2.02% | 14 |
|
|
2021
Q1 | $2.45M | Buy |
24,842
+383
| +2% | +$37.8K | 1.91% | 16 |
|
|
2020
Q4 | $2.28M | Buy |
+24,459
| New | +$2.28M | 1.73% | 19 |
|