SWM
Segment Wealth Management’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $855K | Sell |
5,880
-784
| -12% | -$114K | 0.05% | 172 |
|
|
2025
Q1 | $1.03M | Buy |
6,664
+2,167
| +48% | +$334K | 0.07% | 148 |
|
|
2024
Q4 | $631K | Hold |
4,497
| – | – | 0.04% | 178 |
|
|
2024
Q3 | $603K | Hold |
4,497
| – | – | 0.04% | 176 |
|
|
2024
Q2 | $533K | Hold |
4,497
| – | – | 0.04% | 176 |
|
|
2024
Q1 | $552K | Sell |
4,497
-230
| -5% | -$28.2K | 0.04% | 178 |
|
|
2023
Q4 | $563K | Buy |
4,727
+881
| +23% | +$105K | 0.05% | 172 |
|
|
2023
Q3 | $444K | Hold |
3,846
| – | – | 0.05% | 162 |
|
|
2023
Q2 | $430K | Sell |
3,846
-135
| -3% | -$15.1K | 0.04% | 156 |
|
|
2023
Q1 | $456K | Hold |
3,981
| – | – | 0.05% | 147 |
|
|
2022
Q4 | $460K | Hold |
3,981
| – | – | 0.05% | 147 |
|
|
2022
Q3 | $447K | Sell |
3,981
-38
| -0.9% | -$4.27K | 0.06% | 145 |
|
|
2022
Q2 | $458K | Sell |
4,019
-209
| -5% | -$23.8K | 0.06% | 143 |
|
|
2022
Q1 | $577K | Hold |
4,228
| – | – | 0.06% | 152 |
|
|
2021
Q4 | $577K | Sell |
4,228
-33
| -0.8% | -$4.5K | 0.06% | 156 |
|
|
2021
Q3 | $479K | Hold |
4,261
| – | – | 0.06% | 154 |
|
|
2021
Q2 | $457K | Sell |
4,261
-45
| -1% | -$4.83K | 0.05% | 163 |
|
|
2021
Q1 | $422K | Hold |
4,306
| – | – | 0.06% | 162 |
|
|
2020
Q4 | $401K | Buy |
4,306
+120
| +3% | +$11.2K | 0.06% | 155 |
|
|
2020
Q3 | $334K | Buy |
+4,186
| New | +$334K | 0.05% | 156 |
|