SeaCrest Wealth Management’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 | – | Sell |
-1,726
| Closed | -$251K | – | 665 |
|
|
2025
Q2 | $251K | Sell |
1,726
-608
| -26% | -$91.5K | 0.03% | 504 |
|
|
2025
Q1 | $360K | Sell |
2,334
-191
| -8% | -$28.1K | 0.04% | 424 |
|
|
2024
Q4 | $354K | Sell |
2,525
-1
| -0% | -$142 | 0.04% | 439 |
|
|
2024
Q3 | $339K | Sell |
2,526
-1
| -0% | -$127 | 0.04% | 454 |
|
|
2024
Q2 | $300K | Sell |
2,527
-27
| -1% | -$3.3K | 0.03% | 458 |
|
|
2024
Q1 | $314K | Sell |
2,554
-819
| -24% | -$99.4K | 0.04% | 428 |
|
|
2023
Q4 | $398K | Sell |
3,373
-24
| -0.7% | -$2.84K | 0.05% | 364 |
|
|
2023
Q3 | $392K | Sell |
3,397
-31
| -0.9% | -$3.74K | 0.05% | 368 |
|
|
2023
Q2 | $384K | Sell |
3,428
-52
| -1% | -$5.69K | 0.05% | 397 |
|
|
2023
Q1 | $399K | Buy |
3,480
+24
| +0.7% | +$2.73K | 0.05% | 387 |
|
|
2022
Q4 | $399K | Sell |
3,456
-218
| -6% | -$25.5K | 0.06% | 378 |
|
|
2022
Q3 | $412K | Sell |
3,674
-3,053
| -45% | -$378K | 0.06% | 347 |
|
|
2022
Q2 | $766K | Sell |
6,727
-541
| -7% | -$67.9K | 0.1% | 214 |
|
|
2022
Q1 | $992K | Sell |
7,268
-682
| -9% | -$83.7K | 0.11% | 195 |
|
|
2021
Q4 | $1.08M | Sell |
7,950
-204
| -3% | -$25.2K | 0.12% | 174 |
|
|
2021
Q3 | $917K | Sell |
8,154
-127
| -2% | -$14.3K | 0.11% | 196 |
|
|
2021
Q2 | $889K | Buy |
8,281
+3,740
| +82% | +$376K | 0.11% | 213 |
|
|
2021
Q1 | $445K | Buy |
4,541
+1,116
| +33% | +$103K | 0.06% | 339 |
|
|
2020
Q4 | $319K | Sell |
3,425
-144
| -4% | -$12.8K | 0.04% | 412 |
|
|
2020
Q3 | $285K | Sell |
3,569
-39
| -1% | -$2.93K | 0.05% | 410 |
|
|
2020
Q2 | $273K | Sell |
3,608
-380
| -10% | -$26.3K | 0.05% | 417 |
|
|
2020
Q1 | $251K | Sell |
3,988
-329
| -8% | -$26.3K | 0.05% | 375 |
|
|
2019
Q4 | $367K | Sell |
4,317
-1,072
| -20% | -$90.4K | 0.06% | 345 |
|
|
2019
Q3 | $446K | Buy |
5,389
+1,669
| +45% | +$139K | 0.08% | 288 |
|
|
2019
Q2 | $306K | Sell |
3,720
-192
| -5% | -$16.2K | 0.06% | 376 |
|
|
2019
Q1 | $314K | Sell |
3,912
-155
| -4% | -$11.4K | 0.05% | 349 |
|
|
2018
Q4 | $265K | Sell |
4,067
-992
| -20% | -$67.2K | 0.05% | 357 |
|
|
2018
Q3 | $373K | Buy |
5,059
+2
| +0% | +$144 | 0.06% | 328 |
|
|
2018
Q2 | $346K | Buy |
5,057
+1,064
| +27% | +$68.6K | 0.06% | 345 |
|
|
2018
Q1 | $246K | Sell |
3,993
-190
| -5% | -$12.6K | 0.05% | 418 |
|
|
2017
Q4 | $285K | Buy |
+4,183
| New | +$275K | 0.05% | 386 |
|
Other funds holding PAYX
