Powell Investment 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 | $324K | Hold |
2,228
| – | – | 0.12% | 103 |
|
|
2025
Q1 | $344K | Hold |
2,228
| – | – | 0.17% | 79 |
|
|
2024
Q4 | $312K | Hold |
2,228
| – | – | 0.14% | 92 |
|
|
2024
Q3 | $299K | Hold |
2,228
| – | – | 0.14% | 88 |
|
|
2024
Q2 | $264K | Sell |
2,228
-102
| -4% | -$12.1K | 0.14% | 90 |
|
|
2024
Q1 | $286K | Buy |
2,330
+1
| +0% | +$123 | 0.15% | 86 |
|
|
2023
Q4 | $277K | Sell |
2,329
-61
| -3% | -$7.27K | 0.15% | 84 |
|
|
2023
Q3 | $276K | Buy |
2,390
+2
| +0.1% | +$231 | 0.17% | 82 |
|
|
2023
Q2 | $267K | Buy |
2,388
+1
| +0% | +$112 | 0.16% | 85 |
|
|
2023
Q1 | $274K | Buy |
2,387
+1
| +0% | +$115 | 0.15% | 85 |
|
|
2022
Q4 | $276K | Sell |
2,386
-156
| -6% | -$18K | 0.16% | 85 |
|
|
2022
Q3 | $285K | Buy |
2,542
+2
| +0.1% | +$224 | 0.19% | 86 |
|
|
2022
Q2 | $289K | Buy |
2,540
+2
| +0.1% | +$228 | 0.18% | 82 |
|
|
2022
Q1 | $346K | Buy |
2,538
+2
| +0.1% | +$273 | 0.2% | 70 |
|
|
2021
Q4 | $346K | Buy |
2,536
+1
| +0% | +$136 | 0.2% | 69 |
|
|
2021
Q3 | $285K | Buy |
2,535
+2
| +0.1% | +$225 | 0.18% | 77 |
|
|
2021
Q2 | $272K | Sell |
2,533
-157
| -6% | -$16.9K | 0.17% | 85 |
|
|
2021
Q1 | $264K | Sell |
2,690
-318
| -11% | -$31.2K | 0.17% | 79 |
|
|
2020
Q4 | $280K | Buy |
3,008
+2
| +0.1% | +$186 | 0.21% | 66 |
|
|
2020
Q3 | $240K | Sell |
3,006
-281
| -9% | -$22.4K | 0.21% | 74 |
|
|
2020
Q2 | $249K | Buy |
3,287
+5
| +0.2% | +$379 | 0.24% | 74 |
|
|
2020
Q1 | $206K | Sell |
3,282
-105
| -3% | -$6.59K | 0.25% | 83 |
|
|
2019
Q4 | $288K | Buy |
+3,387
| New | +$288K | 0.3% | 73 |
|