ProVise Management Group’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
1,900
-133
| -7% | -$19.3K | 0.02% | 226 |
|
|
2025
Q1 | $314K | Sell |
2,033
-267
| -12% | -$41.2K | 0.03% | 202 |
|
|
2024
Q4 | $323K | Sell |
2,300
-1,163
| -34% | -$163K | 0.03% | 203 |
|
|
2024
Q3 | $465K | Hold |
3,463
| – | – | 0.04% | 198 |
|
|
2024
Q2 | $411K | Sell |
3,463
-100
| -3% | -$11.9K | 0.03% | 204 |
|
|
2024
Q1 | $438K | Hold |
3,563
| – | – | 0.04% | 200 |
|
|
2023
Q4 | $424K | Hold |
3,563
| – | – | 0.04% | 241 |
|
|
2023
Q3 | $411K | Hold |
3,563
| – | – | 0.04% | 242 |
|
|
2023
Q2 | $399K | Hold |
3,563
| – | – | 0.04% | 250 |
|
|
2023
Q1 | $408K | Sell |
3,563
-506
| -12% | -$58K | 0.04% | 253 |
|
|
2022
Q4 | $470K | Buy |
4,069
+6
| +0.1% | +$693 | 0.05% | 214 |
|
|
2022
Q3 | $456K | Hold |
4,063
| – | – | 0.05% | 210 |
|
|
2022
Q2 | $463K | Hold |
4,063
| – | – | 0.05% | 210 |
|
|
2022
Q1 | $554K | Hold |
4,063
| – | – | 0.05% | 216 |
|
|
2021
Q4 | $555K | Hold |
4,063
| – | – | 0.05% | 233 |
|
|
2021
Q3 | $457K | Sell |
4,063
-27
| -0.7% | -$3.04K | 0.05% | 234 |
|
|
2021
Q2 | $439K | Hold |
4,090
| – | – | 0.04% | 238 |
|
|
2021
Q1 | $401K | Hold |
4,090
| – | – | 0.04% | 240 |
|
|
2020
Q4 | $381K | Buy |
4,090
+550
| +16% | +$51.2K | 0.04% | 229 |
|
|
2020
Q3 | $282K | Hold |
3,540
| – | – | 0.04% | 242 |
|
|
2020
Q2 | $268K | Buy |
3,540
+27
| +0.8% | +$2.04K | 0.04% | 237 |
|
|
2020
Q1 | $221K | Hold |
3,513
| – | – | 0.04% | 234 |
|
|
2019
Q4 | $299K | Buy |
3,513
+813
| +30% | +$69.2K | 0.04% | 245 |
|
|
2019
Q3 | $223K | Hold |
2,700
| – | – | 0.03% | 280 |
|
|
2019
Q2 | $222K | Hold |
2,700
| – | – | 0.03% | 279 |
|
|
2019
Q1 | $217K | Sell |
2,700
-1,121
| -29% | -$90.1K | 0.03% | 273 |
|
|
2018
Q4 | $249K | Hold |
3,821
| – | – | 0.04% | 248 |
|
|
2018
Q3 | $281K | Hold |
3,821
| – | – | 0.04% | 272 |
|
|
2018
Q2 | $261 | Hold |
3,821
| – | – | 0.02% | 281 |
|
|
2018
Q1 | $235K | Sell |
3,821
-400
| -9% | -$24.6K | 0.03% | 273 |
|
|
2017
Q4 | $287K | Hold |
4,221
| – | – | 0.04% | 262 |
|
|
2017
Q3 | $253K | Sell |
4,221
-300
| -7% | -$18K | 0.04% | 276 |
|
|
2017
Q2 | $258K | Buy |
4,521
+1,121
| +33% | +$64K | 0.04% | 284 |
|
|
2017
Q1 | $200K | Sell |
3,400
-14,843
| -81% | -$873K | 0.03% | 305 |
|
|
2016
Q4 | $1.11M | Sell |
18,243
-253
| -1% | -$15.4K | 0.19% | 132 |
|
|
2016
Q3 | $1.07M | Sell |
18,496
-990
| -5% | -$57.3K | 0.19% | 138 |
|
|
2016
Q2 | $1.16M | Sell |
19,486
-608
| -3% | -$36.2K | 0.21% | 124 |
|
|
2016
Q1 | $1.09M | Buy |
20,094
+266
| +1% | +$14.4K | 0.22% | 115 |
|
|
2015
Q4 | $1.05M | Sell |
19,828
-400
| -2% | -$21.1K | 0.22% | 121 |
|
|
2015
Q3 | $964K | Hold |
20,228
| – | – | 0.22% | 121 |
|
|
2015
Q2 | $948K | Hold |
20,228
| – | – | 0.2% | 127 |
|
|
2015
Q1 | $1M | Hold |
20,228
| – | – | 0.21% | 129 |
|
|
2014
Q4 | $934K | Sell |
20,228
-15,090
| -43% | -$697K | 0.2% | 132 |
|
|
2014
Q3 | $1.56M | Sell |
35,318
-1,950
| -5% | -$86.2K | 0.34% | 93 |
|
|
2014
Q2 | $1.55M | Sell |
37,268
-1,059
| -3% | -$44K | 0.34% | 93 |
|
|
2014
Q1 | $1.63M | Sell |
38,327
-396
| -1% | -$16.9K | 0.4% | 74 |
|
|
2013
Q4 | $1.76M | Sell |
38,723
-762
| -2% | -$34.7K | 0.46% | 69 |
|
|
2013
Q3 | $1.61M | Buy |
39,485
+1,650
| +4% | +$67.1K | 0.45% | 64 |
|
|
2013
Q2 | $1.38M | Buy |
+37,835
| New | +$1.38M | 0.41% | 67 |
|