Pinnacle Wealth Planning Services’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$259K Buy
2024
Q4
Sell
2024
Q3
$222K Buy
2024
Q2
Sell
2024
Q1
$205K Sell
2023
Q4
$201K Buy
2022
Q4
Sell
2022
Q3
$203K Buy
2022
Q2
$204K Buy
2022
Q1
$223K Buy
2021
Q4
$213K Buy
2021
Q1
Sell
2020
Q4
$148K Buy