Secure Asset Management’s Paychex PAYX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$569K Buy
3,912
+114
+3% +$16.6K 0.1% 174
2025
Q1
$586K Sell
3,798
-125
-3% -$19.3K 0.12% 159
2024
Q4
$550K Buy
3,923
+697
+22% +$97.7K 0.08% 183
2024
Q3
$433K Buy
+3,226
New +$433K 0.07% 199