SFMG Wealth Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1M | Hold |
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|
2024
Q3 | $957K | Sell |
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|
2024
Q2 | $848K | Buy |
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|
2024
Q1 | $866K | Sell |
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|
2023
Q4 | $845K | Buy |
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|
2023
Q3 | $795K | Buy |
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|
2023
Q2 | $763K | Buy |
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|
2023
Q1 | $748K | Sell |
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|
2022
Q4 | $755K | Buy |
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|
2022
Q3 | $643K | Hold |
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|
2022
Q2 | $678K | Sell |
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|
2022
Q1 | $846K | Sell |
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|
2021
Q4 | $871K | Buy |
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|
2021
Q3 | $707K | Hold |
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|
2021
Q2 | $674K | Hold |
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|
2021
Q1 | $616K | Hold |
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|
2020
Q4 | $586K | Buy |
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|
2020
Q3 | $497K | Buy |
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|
2020
Q2 | $255K | Hold |
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|
2020
Q1 | $212K | Hold |
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|
2019
Q4 | $287K | Hold |
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|
2019
Q3 | $279K | Hold |
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|
2019
Q2 | $292K | Hold |
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|
2019
Q1 | $270K | Buy |
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|
2018
Q4 | $210K | Hold |
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|
2018
Q3 | $211K | Sell |
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|
2018
Q2 | $247K | Hold |
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|
2018
Q1 | $223K | Buy |
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|
2017
Q4 | $240K | Sell |
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|
2017
Q3 | $214K | Hold |
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|
2017
Q2 | $203K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.44M | Sell |
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|
2016
Q1 | $1.33M | Buy |
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|
2015
Q4 | $1.26M | Sell |
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|
2015
Q3 | $1.14M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $214K | Sell |
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|
2014
Q4 | $1.56M | Buy |
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