Regent Peak Wealth Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $303K | Buy |
1,965
+5
| +0.3% | +$771 | 0.07% | 117 |
|
|
2024
Q4 | $275K | Buy |
1,960
+24
| +1% | +$3.37K | 0.06% | 132 |
|
|
2024
Q3 | $260K | Buy |
1,936
+1
| +0.1% | +$134 | 0.06% | 139 |
|
|
2024
Q2 | $229K | Sell |
1,935
-6
| -0.3% | -$711 | 0.05% | 145 |
|
|
2024
Q1 | $238K | Buy |
1,941
+12
| +0.6% | +$1.47K | 0.06% | 139 |
|
|
2023
Q4 | $230K | Buy |
1,929
+23
| +1% | +$2.74K | 0.06% | 138 |
|
|
2023
Q3 | $220K | Buy |
1,906
+18
| +1% | +$2.08K | 0.07% | 132 |
|
|
2023
Q2 | $211K | Sell |
1,888
-57
| -3% | -$6.38K | 0.06% | 144 |
|
|
2023
Q1 | $223K | Sell |
1,945
-109
| -5% | -$12.5K | 0.07% | 139 |
|
|
2022
Q4 | $237K | Buy |
2,054
+76
| +4% | +$8.78K | 0.08% | 137 |
|
|
2022
Q3 | $221K | Buy |
1,978
+12
| +0.6% | +$1.34K | 0.08% | 137 |
|
|
2022
Q2 | $223K | Buy |
1,966
+83
| +4% | +$9.42K | 0.07% | 142 |
|
|
2022
Q1 | $257K | Buy |
1,883
+29
| +2% | +$3.96K | 0.07% | 139 |
|
|
2021
Q4 | $253K | Buy |
1,854
+18
| +1% | +$2.46K | 0.07% | 146 |
|
|
2021
Q3 | $206K | Buy |
1,836
+8
| +0.4% | +$898 | 0.06% | 161 |
|
|
2021
Q2 | $208K | Buy |
+1,828
| New | +$208K | 0.06% | 164 |
|
|
2021
Q1 | – | Sell |
-1,747
| Closed | -$163K | – | 732 |
|
|
2020
Q4 | $163K | Sell |
1,747
-781
| -31% | -$72.9K | 0.05% | 161 |
|
|
2020
Q3 | $202K | Buy |
+2,528
| New | +$202K | 0.09% | 125 |
|