Pinnacle Wealth Planning Services’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
+1,778
| New | +$259K | 0.03% | 341 |
|
|
2024
Q4 | – | Sell |
-1,656
| Closed | -$222K | – | 519 |
|
|
2024
Q3 | $222K | Buy |
+1,656
| New | +$222K | 0.03% | 423 |
|
|
2024
Q2 | – | Sell |
-1,673
| Closed | -$205K | – | 540 |
|
|
2024
Q1 | $205K | Sell |
1,673
-15
| -0.9% | -$1.84K | 0.03% | 424 |
|
|
2023
Q4 | $201K | Buy |
+1,688
| New | +$201K | 0.03% | 411 |
|
|
2022
Q4 | – | Sell |
-1,808
| Closed | -$203K | – | 476 |
|
|
2022
Q3 | $203K | Buy |
1,808
+20
| +1% | +$2.25K | 0.04% | 331 |
|
|
2022
Q2 | $204K | Buy |
1,788
+156
| +10% | +$17.8K | 0.04% | 349 |
|
|
2022
Q1 | $223K | Buy |
1,632
+70
| +4% | +$9.57K | 0.04% | 345 |
|
|
2021
Q4 | $213K | Buy |
+1,562
| New | +$213K | 0.04% | 350 |
|
|
2021
Q1 | – | Sell |
-1,598
| Closed | -$148K | – | 1471 |
|
|
2020
Q4 | $148K | Buy |
+1,598
| New | +$148K | 0.04% | 344 |
|