Plante Moran Financial 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 | $36.4K | Hold |
250
| – | – | ﹤0.01% | 388 |
|
|
2025
Q1 | $38.6K | Hold |
250
| – | – | ﹤0.01% | 381 |
|
|
2024
Q4 | $35.1K | Hold |
250
| – | – | ﹤0.01% | 402 |
|
|
2024
Q3 | $33.5K | Hold |
250
| – | – | ﹤0.01% | 443 |
|
|
2024
Q2 | $29.6K | Sell |
250
-23
| -8% | -$2.73K | ﹤0.01% | 414 |
|
|
2024
Q1 | $33.5K | Sell |
273
-410
| -60% | -$50.3K | ﹤0.01% | 418 |
|
|
2023
Q4 | $81.4K | Sell |
683
-318
| -32% | -$37.9K | 0.01% | 265 |
|
|
2023
Q3 | $115K | Hold |
1,001
| – | – | 0.01% | 212 |
|
|
2023
Q2 | $112K | Sell |
1,001
-23
| -2% | -$2.57K | 0.01% | 220 |
|
|
2023
Q1 | $117K | Sell |
1,024
-563
| -35% | -$64.5K | 0.02% | 211 |
|
|
2022
Q4 | $183K | Buy |
1,587
+59
| +4% | +$6.82K | 0.03% | 165 |
|
|
2022
Q3 | $171K | Buy |
1,528
+410
| +37% | +$45.9K | 0.03% | 157 |
|
|
2022
Q2 | $127K | Buy |
1,118
+70
| +7% | +$7.95K | 0.02% | 192 |
|
|
2022
Q1 | $143K | Sell |
1,048
-181
| -15% | -$24.7K | 0.03% | 195 |
|
|
2021
Q4 | $168K | Sell |
1,229
-361
| -23% | -$49.3K | 0.03% | 200 |
|
|
2021
Q3 | $179K | Buy |
1,590
+500
| +46% | +$56.3K | 0.04% | 201 |
|
|
2021
Q2 | $117K | Sell |
1,090
-62
| -5% | -$6.66K | 0.03% | 232 |
|
|
2021
Q1 | $113K | Buy |
1,152
+3
| +0.3% | +$294 | 0.03% | 235 |
|
|
2020
Q4 | $107K | Sell |
1,149
-561
| -33% | -$52.2K | 0.03% | 241 |
|
|
2020
Q3 | $136K | Sell |
1,710
-130
| -7% | -$10.3K | 0.05% | 204 |
|
|
2020
Q2 | $139K | Buy |
1,840
+66
| +4% | +$4.99K | 0.06% | 171 |
|
|
2020
Q1 | $112K | Sell |
1,774
-156
| -8% | -$9.85K | 0.05% | 181 |
|
|
2019
Q4 | $164K | Buy |
1,930
+112
| +6% | +$9.52K | 0.06% | 179 |
|
|
2019
Q3 | $150K | Sell |
1,818
-498
| -22% | -$41.1K | 0.04% | 196 |
|
|
2019
Q2 | $191K | Buy |
2,316
+3
| +0.1% | +$247 | 0.06% | 153 |
|
|
2019
Q1 | $186K | Buy |
2,313
+315
| +16% | +$25.3K | 0.06% | 157 |
|
|
2018
Q4 | $130K | Buy |
1,998
+68
| +4% | +$4.42K | 0.05% | 174 |
|
|
2018
Q3 | $142K | Sell |
1,930
-223
| -10% | -$16.4K | 0.05% | 177 |
|
|
2018
Q2 | $147K | Buy |
2,153
+3
| +0.1% | +$205 | 0.07% | 189 |
|
|
2018
Q1 | $132K | Buy |
2,150
+2
| +0.1% | +$123 | 0.07% | 194 |
|
|
2017
Q4 | $146K | Buy |
2,148
+3
| +0.1% | +$204 | 0.08% | 174 |
|
|
2017
Q3 | $129K | Buy |
2,145
+15
| +0.7% | +$902 | 0.08% | 171 |
|
|
2017
Q2 | $121K | Buy |
2,130
+3
| +0.1% | +$170 | 0.08% | 175 |
|
|
2017
Q1 | $125K | Sell |
2,127
-130
| -6% | -$7.64K | 0.08% | 175 |
|
|
2016
Q4 | $137K | Buy |
2,257
+472
| +26% | +$28.7K | 0.09% | 179 |
|
|
2016
Q3 | $103K | Buy |
1,785
+406
| +29% | +$23.4K | 0.07% | 200 |
|
|
2016
Q2 | $82K | Sell |
1,379
-151
| -10% | -$8.98K | 0.06% | 213 |
|
|
2016
Q1 | $83K | Sell |
1,530
-293
| -16% | -$15.9K | 0.06% | 197 |
|
|
2015
Q4 | $96K | Buy |
1,823
+960
| +111% | +$50.6K | 0.07% | 193 |
|
|
2015
Q3 | $41K | Buy |
863
+2
| +0.2% | +$95 | 0.03% | 293 |
|
|
2015
Q2 | $40K | Buy |
861
+10
| +1% | +$465 | 0.03% | 327 |
|
|
2015
Q1 | $42K | Buy |
851
+2
| +0.2% | +$99 | 0.03% | 306 |
|
|
2014
Q4 | $39K | Buy |
849
+334
| +65% | +$15.3K | 0.03% | 316 |
|
|
2014
Q3 | $23K | Buy |
515
+13
| +3% | +$581 | 0.02% | 386 |
|
|
2014
Q2 | $21K | Buy |
502
+12
| +2% | +$502 | 0.02% | 374 |
|
|
2014
Q1 | $21K | Buy |
490
+2
| +0.4% | +$86 | 0.02% | 246 |
|
|
2013
Q4 | $22K | Buy |
488
+10
| +2% | +$451 | 0.01% | 338 |
|
|
2013
Q3 | $19K | Buy |
478
+14
| +3% | +$556 | 0.01% | 288 |
|
|
2013
Q2 | $17K | Buy |
+464
| New | +$17K | 0.01% | 266 |
|