Rockline Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
1,929
| – | – | 0.07% | 83 |
|
|
2025
Q1 | $298K | Hold |
1,929
| – | – | 0.08% | 81 |
|
|
2024
Q4 | $270K | Hold |
1,929
| – | – | 0.07% | 86 |
|
|
2024
Q3 | $259K | Hold |
1,929
| – | – | 0.07% | 89 |
|
|
2024
Q2 | $229K | Hold |
1,929
| – | – | 0.07% | 94 |
|
|
2024
Q1 | $237K | Sell |
1,929
-11
| -0.6% | -$1.35K | 0.08% | 86 |
|
|
2023
Q4 | $231K | Buy |
+1,940
| New | +$231K | 0.1% | 83 |
|