Pinnacle Wealth Management Advisory Group’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
11,426
+42
| +0.4% | +$6.11K | 0.14% | 106 |
|
|
2025
Q1 | $1.76M | Sell |
11,384
-70
| -0.6% | -$10.8K | 0.16% | 102 |
|
|
2024
Q4 | $1.61M | Sell |
11,454
-66
| -0.6% | -$9.26K | 0.15% | 106 |
|
|
2024
Q3 | $1.55M | Sell |
11,520
-107
| -0.9% | -$14.4K | 0.15% | 102 |
|
|
2024
Q2 | $1.38M | Sell |
11,627
-470
| -4% | -$55.7K | 0.14% | 106 |
|
|
2024
Q1 | $1.49M | Sell |
12,097
-466
| -4% | -$57.2K | 0.16% | 101 |
|
|
2023
Q4 | $1.5M | Sell |
12,563
-129
| -1% | -$15.4K | 0.18% | 96 |
|
|
2023
Q3 | $1.46M | Buy |
12,692
+134
| +1% | +$15.5K | 0.19% | 95 |
|
|
2023
Q2 | $1.4M | Sell |
12,558
-589
| -4% | -$65.9K | 0.17% | 98 |
|
|
2023
Q1 | $1.51M | Sell |
13,147
-414
| -3% | -$47.4K | 0.2% | 95 |
|
|
2022
Q4 | $1.57M | Buy |
13,561
+239
| +2% | +$27.6K | 0.24% | 87 |
|
|
2022
Q3 | $1.5M | Sell |
13,322
-18
| -0.1% | -$2.02K | 0.25% | 84 |
|
|
2022
Q2 | $1.52M | Buy |
13,340
+300
| +2% | +$34.2K | 0.25% | 91 |
|
|
2022
Q1 | $1.78M | Buy |
13,040
+303
| +2% | +$41.4K | 0.26% | 94 |
|
|
2021
Q4 | $1.74M | Buy |
+12,737
| New | +$1.74M | 0.28% | 80 |
|
|
2018
Q2 | – | Sell |
-15,697
| Closed | -$967K | – | 148 |
|
|
2018
Q1 | $967K | Sell |
15,697
-504
| -3% | -$31K | 0.55% | 56 |
|
|
2017
Q4 | $1.1M | Buy |
16,201
+291
| +2% | +$19.8K | 0.61% | 50 |
|
|
2017
Q3 | $954K | Buy |
15,910
+325
| +2% | +$19.5K | 0.55% | 61 |
|
|
2017
Q2 | $887K | Buy |
15,585
+1,145
| +8% | +$65.2K | 0.55% | 60 |
|
|
2017
Q1 | $851K | Buy |
14,440
+210
| +1% | +$12.4K | 0.59% | 58 |
|
|
2016
Q4 | $866K | Buy |
14,230
+125
| +0.9% | +$7.61K | 0.62% | 56 |
|
|
2016
Q3 | $816K | Sell |
14,105
-9,613
| -41% | -$556K | 0.62% | 56 |
|
|
2016
Q2 | $1.41M | Buy |
23,718
+1,210
| +5% | +$72K | 1.12% | 25 |
|
|
2016
Q1 | $1.22M | Sell |
22,508
-395
| -2% | -$21.3K | 1.08% | 29 |
|
|
2015
Q4 | $1.21M | Buy |
22,903
+25
| +0.1% | +$1.32K | 1.11% | 30 |
|
|
2015
Q3 | $1.09M | Buy |
22,878
+150
| +0.7% | +$7.15K | 1.05% | 29 |
|
|
2015
Q2 | $1.07M | Sell |
22,728
-3,051
| -12% | -$143K | 0.99% | 32 |
|
|
2015
Q1 | $1.28M | Sell |
25,779
-597
| -2% | -$29.6K | 1.15% | 25 |
|
|
2014
Q4 | $1.22M | Buy |
+26,376
| New | +$1.22M | 1.13% | 31 |
|