Rise 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 | $618K | Sell |
4,248
-281
| -6% | -$40.9K | 0.25% | 34 |
|
|
2025
Q1 | $699K | Sell |
4,529
-374
| -8% | -$57.7K | 0.31% | 28 |
|
|
2024
Q4 | $687K | Sell |
4,903
-414
| -8% | -$58K | 0.33% | 27 |
|
|
2024
Q3 | $713K | Buy |
5,317
+135
| +3% | +$18.1K | 0.34% | 24 |
|
|
2024
Q2 | $614K | Buy |
5,182
+159
| +3% | +$18.9K | 0.33% | 30 |
|
|
2024
Q1 | $617K | Buy |
5,023
+384
| +8% | +$47.2K | 0.33% | 28 |
|
|
2023
Q4 | $553K | Buy |
4,639
+222
| +5% | +$26.4K | 0.39% | 23 |
|
|
2023
Q3 | $509K | Sell |
4,417
-1,820
| -29% | -$210K | 0.4% | 21 |
|
|
2023
Q2 | $698K | Buy |
6,237
+131
| +2% | +$14.7K | 0.54% | 23 |
|
|
2023
Q1 | $700K | Buy |
6,106
+235
| +4% | +$26.9K | 0.53% | 21 |
|
|
2022
Q4 | $678K | Buy |
5,871
+204
| +4% | +$23.6K | 0.55% | 23 |
|
|
2022
Q3 | $636K | Buy |
5,667
+111
| +2% | +$12.5K | 0.53% | 26 |
|
|
2022
Q2 | $633K | Buy |
5,556
+232
| +4% | +$26.4K | 0.64% | 27 |
|
|
2022
Q1 | $727K | Sell |
5,324
-10
| -0.2% | -$1.37K | 0.65% | 26 |
|
|
2021
Q4 | $728K | Buy |
+5,334
| New | +$728K | 0.69% | 25 |
|