Security National Bank’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.1K | Hold |
640
| – | – | 0.02% | 175 |
|
|
2025
Q1 | $98.7K | Sell |
640
-35
| -5% | -$5.4K | 0.02% | 163 |
|
|
2024
Q4 | $94.6K | Hold |
675
| – | – | 0.01% | 163 |
|
|
2024
Q3 | $90.6K | Hold |
675
| – | – | 0.01% | 155 |
|
|
2024
Q2 | $80K | Hold |
675
| – | – | 0.01% | 164 |
|
|
2024
Q1 | $82.9K | Hold |
675
| – | – | 0.01% | 160 |
|
|
2023
Q4 | $80.4K | Buy |
+675
| New | +$80.4K | 0.02% | 166 |
|
|
2018
Q3 | – | Sell |
-4,575
| Closed | -$313K | – | 66 |
|
|
2018
Q2 | $313K | Hold |
4,575
| – | – | 0.2% | 53 |
|
|
2018
Q1 | $282K | Hold |
4,575
| – | – | 0.19% | 55 |
|
|
2017
Q4 | $311K | Hold |
4,575
| – | – | 0.2% | 55 |
|
|
2017
Q3 | $274K | Sell |
4,575
-2,000
| -30% | -$120K | 0.19% | 55 |
|
|
2017
Q2 | $374K | Hold |
6,575
| – | – | 0.27% | 53 |
|
|
2017
Q1 | $387K | Buy |
+6,575
| New | +$387K | 0.29% | 53 |
|