Proficio Capital Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-4,207
| Closed | -$612K | – | 371 |
|
|
2025
Q2 | $612K | Buy |
4,207
+108
| +3% | +$16.3K | 0.04% | 214 |
|
|
2025
Q1 | $632K | Buy |
4,099
+42
| +1% | +$6.18K | 0.05% | 182 |
|
|
2024
Q4 | $569K | Buy |
4,057
+2,191
| +117% | +$311K | 0.05% | 172 |
|
|
2024
Q3 | $250K | Sell |
1,866
-2,123
| -53% | -$270K | 0.02% | 240 |
|
|
2024
Q2 | $473K | Sell |
3,989
-695
| -15% | -$84.9K | 0.05% | 171 |
|
|
2024
Q1 | $575K | Buy |
4,684
+60
| +1% | +$7.28K | 0.06% | 156 |
|
|
2023
Q4 | $551K | Buy |
4,624
+24
| +0.5% | +$2.84K | 0.07% | 139 |
|
|
2023
Q3 | $530K | Buy |
4,600
+127
| +3% | +$15.3K | 0.07% | 141 |
|
|
2023
Q2 | $500K | Sell |
4,473
-34
| -0.8% | -$3.72K | 0.07% | 150 |
|
|
2023
Q1 | $516K | Sell |
4,507
-149
| -3% | -$17K | 0.08% | 137 |
|
|
2022
Q4 | $538K | Sell |
4,656
-56
| -1% | -$6.55K | 0.1% | 124 |
|
|
2022
Q3 | $536K | Buy |
4,712
+37
| +0.8% | +$4.58K | 0.1% | 120 |
|
|
2022
Q2 | $532K | Buy |
4,675
+246
| +6% | +$30.9K | 0.1% | 123 |
|
|
2022
Q1 | $604K | Buy |
4,429
+1,338
| +43% | +$164K | 0.09% | 118 |
|
|
2021
Q4 | $422K | Sell |
3,091
-76
| -2% | -$9.39K | 0.06% | 163 |
|
|
2021
Q3 | $356K | Sell |
3,167
-259
| -8% | -$29.1K | 0.05% | 186 |
|
|
2021
Q2 | $368K | Buy |
3,426
+147
| +4% | +$14.8K | 0.04% | 182 |
|
|
2021
Q1 | $321K | Buy |
+3,279
| New | +$302K | 0.04% | 187 |
|
|
2019
Q3 | – | Sell |
-232
| Closed | -$19K | – | 1122 |
|
|
2019
Q2 | $19K | Buy |
232
+58
| +33% | +$4.89K | 0.01% | 711 |
|
|
2019
Q1 | $14K | Buy |
174
+87
| +100% | +$6.42K | 0.01% | 787 |
|
|
2018
Q4 | $6K | Buy |
87
+15
| +21% | +$1.02K | ﹤0.01% | 837 |
|
|
2018
Q3 | $5K | Sell |
72
-10
| -12% | -$719 | ﹤0.01% | 958 |
|
|
2018
Q2 | $6K | Hold |
82
| – | – | ﹤0.01% | 956 |
|
|
2018
Q1 | $5K | Buy |
82
+10
| +14% | +$661 | ﹤0.01% | 1008 |
|
|
2017
Q4 | $5K | Hold |
72
| – | – | ﹤0.01% | 979 |
|
|
2017
Q3 | $4K | Buy |
72
+10
| +16% | +$571 | ﹤0.01% | 993 |
|
|
2017
Q2 | $4K | Buy |
62
+16
| +35% | +$939 | ﹤0.01% | 1002 |
|
|
2017
Q1 | $3K | Buy |
46
+27
| +142% | +$1.64K | ﹤0.01% | 1084 |
|
|
2016
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 1043 |
|
|
2016
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 999 |
|
|
2016
Q2 | $1K | Sell |
19
-6
| -24% | -$321 | ﹤0.01% | 927 |
|
|
2016
Q1 | $1K | Sell |
25
-70
| -74% | -$3.53K | ﹤0.01% | 915 |
|
|
2015
Q4 | $5K | Buy |
+95
| New | +$4.97K | ﹤0.01% | 434 |
|
Other funds holding PAYX
