Sendero Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Hold |
3,142
| – | – | 0.06% | 150 |
|
|
2025
Q1 | $485K | Hold |
3,142
| – | – | 0.07% | 139 |
|
|
2024
Q4 | $441K | Hold |
3,142
| – | – | 0.07% | 136 |
|
|
2024
Q3 | $422K | Hold |
3,142
| – | – | 0.07% | 132 |
|
|
2024
Q2 | $373K | Hold |
3,142
| – | – | 0.06% | 133 |
|
|
2024
Q1 | $386K | Hold |
3,142
| – | – | 0.07% | 133 |
|
|
2023
Q4 | $374K | Hold |
3,142
| – | – | 0.07% | 133 |
|
|
2023
Q3 | $362K | Hold |
3,142
| – | – | 0.08% | 129 |
|
|
2023
Q2 | $351K | Buy |
+3,142
| New | +$351K | 0.08% | 126 |
|