Pinnacle Wealth Management 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 | $292K | Hold |
2,007
| – | – | 0.17% | 99 |
|
|
2025
Q1 | $310K | Hold |
2,007
| – | – | 0.22% | 79 |
|
|
2024
Q4 | $281K | Hold |
2,007
| – | – | 0.18% | 96 |
|
|
2024
Q3 | $269K | Hold |
2,007
| – | – | 0.17% | 96 |
|
|
2024
Q2 | $238K | Hold |
2,007
| – | – | 0.16% | 91 |
|
|
2024
Q1 | $246K | Hold |
2,007
| – | – | 0.18% | 88 |
|
|
2023
Q4 | $239K | Hold |
2,007
| – | – | 0.2% | 85 |
|
|
2023
Q3 | $231K | Sell |
2,007
-100
| -5% | -$11.5K | 0.21% | 83 |
|
|
2023
Q2 | $236K | Hold |
2,107
| – | – | 0.21% | 86 |
|
|
2023
Q1 | $241K | Hold |
2,107
| – | – | 0.21% | 88 |
|
|
2022
Q4 | $243K | Hold |
2,107
| – | – | 0.22% | 93 |
|
|
2022
Q3 | $236K | Sell |
2,107
-287
| -12% | -$32.1K | 0.21% | 95 |
|
|
2022
Q2 | $273K | Sell |
2,394
-263
| -10% | -$30K | 0.23% | 91 |
|
|
2022
Q1 | $363K | Hold |
2,657
| – | – | 0.27% | 85 |
|
|
2021
Q4 | $363K | Hold |
2,657
| – | – | 0.27% | 82 |
|
|
2021
Q3 | $299K | Hold |
2,657
| – | – | 0.22% | 98 |
|
|
2021
Q2 | $285K | Buy |
+2,657
| New | +$285K | 0.21% | 102 |
|