Sequoia Financial Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.56M | Buy |
65,697
+4,304
| +7% | +$626K | 0.07% | 192 |
|
|
2025
Q1 | $9.47M | Sell |
61,393
-3,020
| -5% | -$466K | 0.07% | 194 |
|
|
2024
Q4 | $9.03M | Buy |
64,413
+35,407
| +122% | +$4.96M | 0.09% | 184 |
|
|
2024
Q3 | $3.89M | Buy |
29,006
+6,186
| +27% | +$830K | 0.04% | 250 |
|
|
2024
Q2 | $2.71M | Buy |
22,820
+2,849
| +14% | +$338K | 0.03% | 270 |
|
|
2024
Q1 | $2.45M | Sell |
19,971
-892
| -4% | -$110K | 0.03% | 293 |
|
|
2023
Q4 | $2.49M | Buy |
20,863
+16,391
| +367% | +$1.95M | 0.03% | 310 |
|
|
2023
Q3 | $516K | Sell |
4,472
-551
| -11% | -$63.5K | 0.01% | 516 |
|
|
2023
Q2 | $562K | Buy |
5,023
+1,375
| +38% | +$154K | 0.01% | 491 |
|
|
2023
Q1 | $418K | Sell |
3,648
-308
| -8% | -$35.3K | 0.01% | 521 |
|
|
2022
Q4 | $457K | Buy |
3,956
+1,028
| +35% | +$119K | 0.01% | 457 |
|
|
2022
Q3 | $329K | Sell |
2,928
-63
| -2% | -$7.08K | 0.01% | 365 |
|
|
2022
Q2 | $341K | Sell |
2,991
-54
| -2% | -$6.16K | 0.01% | 404 |
|
|
2022
Q1 | $416K | Sell |
3,045
-16
| -0.5% | -$2.19K | 0.01% | 402 |
|
|
2021
Q4 | $418K | Buy |
+3,061
| New | +$418K | 0.01% | 366 |
|
|
2021
Q3 | – | Sell |
-3,370
| Closed | -$362K | – | 395 |
|
|
2021
Q2 | $362K | Sell |
3,370
-14
| -0.4% | -$1.5K | 0.01% | 337 |
|
|
2021
Q1 | $332K | Buy |
3,384
+274
| +9% | +$26.9K | 0.01% | 320 |
|
|
2020
Q4 | $290K | Buy |
3,110
+188
| +6% | +$17.5K | 0.01% | 326 |
|
|
2020
Q3 | $233K | Sell |
2,922
-86
| -3% | -$6.86K | 0.01% | 345 |
|
|
2020
Q2 | $228K | Sell |
3,008
-361
| -11% | -$27.4K | 0.01% | 330 |
|
|
2020
Q1 | $212K | Sell |
3,369
-300
| -8% | -$18.9K | 0.02% | 323 |
|
|
2019
Q4 | $312K | Buy |
3,669
+509
| +16% | +$43.3K | 0.02% | 293 |
|
|
2019
Q3 | $262K | Sell |
3,160
-241
| -7% | -$20K | 0.02% | 298 |
|
|
2019
Q2 | $280K | Sell |
3,401
-55
| -2% | -$4.53K | 0.02% | 289 |
|
|
2019
Q1 | $277K | Buy |
+3,456
| New | +$277K | 0.02% | 284 |
|