Sage Mountain 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 | $720K | Buy |
4,951
+141
| +3% | +$20.5K | 0.05% | 187 |
|
|
2025
Q1 | $742K | Buy |
4,810
+2,561
| +114% | +$395K | 0.05% | 160 |
|
|
2024
Q4 | $315K | Sell |
2,249
-270
| -11% | -$37.9K | 0.02% | 284 |
|
|
2024
Q3 | $338K | Buy |
2,519
+153
| +6% | +$20.5K | 0.03% | 260 |
|
|
2024
Q2 | $281K | Buy |
2,366
+237
| +11% | +$28.1K | 0.03% | 268 |
|
|
2024
Q1 | $261K | Sell |
2,129
-898
| -30% | -$110K | 0.03% | 265 |
|
|
2023
Q4 | $361K | Buy |
3,027
+396
| +15% | +$47.2K | 0.04% | 173 |
|
|
2023
Q3 | $303K | Buy |
2,631
+46
| +2% | +$5.31K | 0.04% | 185 |
|
|
2023
Q2 | $289K | Sell |
2,585
-73
| -3% | -$8.17K | 0.04% | 183 |
|
|
2023
Q1 | $305K | Buy |
+2,658
| New | +$305K | 0.05% | 166 |
|