Schechter Investment 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 | $664K | Sell |
4,302
-266
| -6% | -$41K | 0.05% | 304 |
|
|
2024
Q4 | $641K | Sell |
4,568
-125
| -3% | -$17.5K | 0.05% | 333 |
|
|
2024
Q3 | $630K | Sell |
4,693
-1,321
| -22% | -$177K | 0.05% | 351 |
|
|
2024
Q2 | $713K | Buy |
6,014
+1,070
| +22% | +$127K | 0.05% | 304 |
|
|
2024
Q1 | $607K | Sell |
4,944
-850
| -15% | -$104K | 0.05% | 343 |
|
|
2023
Q4 | $690K | Buy |
5,794
+561
| +11% | +$66.8K | 0.06% | 295 |
|
|
2023
Q3 | $604K | Sell |
5,233
-243
| -4% | -$28K | 0.06% | 303 |
|
|
2023
Q2 | $613K | Sell |
5,476
-303
| -5% | -$33.9K | 0.06% | 339 |
|
|
2023
Q1 | $662K | Sell |
5,779
-355
| -6% | -$40.7K | 0.06% | 347 |
|
|
2022
Q4 | $709K | Buy |
6,134
+343
| +6% | +$39.6K | 0.06% | 396 |
|
|
2022
Q3 | $650K | Sell |
5,791
-574
| -9% | -$64.4K | 0.06% | 425 |
|
|
2022
Q2 | $724K | Buy |
6,365
+2,487
| +64% | +$283K | 0.07% | 396 |
|
|
2022
Q1 | $529K | Buy |
3,878
+404
| +12% | +$55.1K | 0.05% | 509 |
|
|
2021
Q4 | $474K | Buy |
+3,474
| New | +$474K | 0.04% | 519 |
|