Pinion 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 | $265K | Buy |
1,824
+1
| +0.1% | +$145 | 0.09% | 143 |
|
|
2025
Q1 | $281K | Sell |
1,823
-6
| -0.3% | -$926 | 0.06% | 133 |
|
|
2024
Q4 | $256K | Buy |
1,829
+1
| +0.1% | +$140 | 0.1% | 133 |
|
|
2024
Q3 | $245K | Buy |
1,828
+1
| +0.1% | +$134 | 0.1% | 142 |
|
|
2024
Q2 | $217K | Buy |
1,827
+2
| +0.1% | +$237 | 0.11% | 135 |
|
|
2024
Q1 | $224K | Sell |
1,825
-1,145
| -39% | -$141K | 0.12% | 137 |
|
|
2023
Q4 | $354K | Sell |
2,970
-39
| -1% | -$4.65K | 0.21% | 104 |
|
|
2023
Q3 | $347K | Buy |
3,009
+1
| +0% | +$115 | 0.23% | 109 |
|
|
2023
Q2 | $336K | Buy |
3,008
+1,090
| +57% | +$122K | 0.23% | 112 |
|
|
2023
Q1 | $220K | Sell |
1,918
-363
| -16% | -$41.6K | 0.21% | 114 |
|
|
2022
Q4 | $264K | Sell |
2,281
-1,088
| -32% | -$126K | 0.25% | 106 |
|
|
2022
Q3 | $378K | Hold |
3,369
| – | – | 0.33% | 96 |
|
|
2022
Q2 | $384K | Sell |
3,369
-1,640
| -33% | -$187K | 0.32% | 102 |
|
|
2022
Q1 | $684K | Sell |
5,009
-644
| -11% | -$87.9K | 0.47% | 63 |
|
|
2021
Q4 | $772K | Sell |
5,653
-29
| -0.5% | -$3.96K | 0.52% | 57 |
|
|
2021
Q3 | $639K | Buy |
5,682
+31
| +0.5% | +$3.49K | 0.51% | 59 |
|
|
2021
Q2 | $606K | Sell |
5,651
-94
| -2% | -$10.1K | 0.49% | 70 |
|
|
2021
Q1 | $563K | Buy |
5,745
+575
| +11% | +$56.3K | 0.52% | 70 |
|
|
2020
Q4 | $482K | Sell |
5,170
-105
| -2% | -$9.79K | 0.51% | 68 |
|
|
2020
Q3 | $400K | Hold |
5,275
| – | – | 0.6% | 67 |
|
|
2020
Q2 | $400K | Sell |
5,275
-975
| -16% | -$73.9K | 0.6% | 67 |
|
|
2020
Q1 | $393K | Buy |
6,250
+675
| +12% | +$42.4K | 0.84% | 56 |
|
|
2019
Q4 | $474K | Buy |
5,575
+20
| +0.4% | +$1.7K | 0.88% | 46 |
|
|
2019
Q3 | $460K | Sell |
5,555
-725
| -12% | -$60K | 0.94% | 47 |
|
|
2019
Q2 | $517K | Sell |
6,280
-660
| -10% | -$54.3K | 1.11% | 27 |
|
|
2019
Q1 | $557K | Buy |
6,940
+35
| +0.5% | +$2.81K | 0.97% | 38 |
|
|
2018
Q4 | $450K | Sell |
6,905
-10
| -0.1% | -$652 | 0.95% | 47 |
|
|
2018
Q3 | $509K | Sell |
6,915
-1,565
| -18% | -$115K | 0.98% | 37 |
|
|
2018
Q2 | $580K | Sell |
8,480
-325
| -4% | -$22.2K | 1.12% | 24 |
|
|
2018
Q1 | $542K | Buy |
+8,805
| New | +$542K | 1.16% | 23 |
|