Rise Advisors’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 | $512K | Sell |
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|
2025
Q2 | $618K | Sell |
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|
2025
Q1 | $699K | Sell |
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|
2024
Q4 | $687K | Sell |
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|
2024
Q3 | $713K | Buy |
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|
2024
Q2 | $614K | Buy |
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|
2024
Q1 | $617K | Buy |
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|
2023
Q4 | $553K | Buy |
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|
2023
Q3 | $509K | Sell |
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|
2023
Q2 | $698K | Buy |
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|
2023
Q1 | $700K | Buy |
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|
2022
Q4 | $678K | Buy |
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|
2022
Q3 | $636K | Buy |
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|
2022
Q2 | $633K | Buy |
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|
2022
Q1 | $727K | Sell |
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|
2021
Q4 | $728K | Buy |
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