Principle Wealth Partners’s Paychex PAYX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$457K	Buy	+3,141	New	+$457K	0.03%	239
2020 Q3	–	Sell	-1,258	Closed	-$95K	–	350
2020 Q2	$95K	Buy	+1,258	New	+$95K	0.03%	217