SFMG Wealth 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 | $1.01M | Sell |
6,957
-10
| -0.1% | -$1.46K | 0.08% | 103 |
|
|
2025
Q1 | $1.07M | Sell |
6,967
-165
| -2% | -$25.5K | 0.08% | 98 |
|
|
2024
Q4 | $1M | Hold |
7,132
| – | – | 0.08% | 100 |
|
|
2024
Q3 | $957K | Sell |
7,132
-19
| -0.3% | -$2.55K | 0.08% | 96 |
|
|
2024
Q2 | $848K | Buy |
7,151
+98
| +1% | +$11.6K | 0.07% | 99 |
|
|
2024
Q1 | $866K | Sell |
7,053
-39
| -0.5% | -$4.79K | 0.07% | 99 |
|
|
2023
Q4 | $845K | Buy |
7,092
+202
| +3% | +$24.1K | 0.08% | 95 |
|
|
2023
Q3 | $795K | Buy |
6,890
+73
| +1% | +$8.42K | 0.08% | 93 |
|
|
2023
Q2 | $763K | Buy |
6,817
+293
| +4% | +$32.8K | 0.08% | 99 |
|
|
2023
Q1 | $748K | Sell |
6,524
-9
| -0.1% | -$1.03K | 0.08% | 99 |
|
|
2022
Q4 | $755K | Buy |
6,533
+582
| +10% | +$67.3K | 0.08% | 104 |
|
|
2022
Q3 | $643K | Hold |
5,951
| – | – | 0.08% | 106 |
|
|
2022
Q2 | $678K | Sell |
5,951
-250
| -4% | -$28.5K | 0.08% | 105 |
|
|
2022
Q1 | $846K | Sell |
6,201
-183
| -3% | -$25K | 0.08% | 101 |
|
|
2021
Q4 | $871K | Buy |
6,384
+100
| +2% | +$13.6K | 0.08% | 105 |
|
|
2021
Q3 | $707K | Hold |
6,284
| – | – | 0.08% | 111 |
|
|
2021
Q2 | $674K | Hold |
6,284
| – | – | 0.07% | 113 |
|
|
2021
Q1 | $616K | Hold |
6,284
| – | – | 0.07% | 116 |
|
|
2020
Q4 | $586K | Buy |
6,284
+47
| +0.8% | +$4.38K | 0.07% | 114 |
|
|
2020
Q3 | $497K | Buy |
6,237
+2,866
| +85% | +$228K | 0.07% | 104 |
|
|
2020
Q2 | $255K | Hold |
3,371
| – | – | 0.04% | 139 |
|
|
2020
Q1 | $212K | Hold |
3,371
| – | – | 0.03% | 123 |
|
|
2019
Q4 | $287K | Hold |
3,371
| – | – | 0.04% | 133 |
|
|
2019
Q3 | $279K | Hold |
3,371
| – | – | 0.04% | 120 |
|
|
2019
Q2 | $292K | Hold |
3,371
| – | – | 0.04% | 118 |
|
|
2019
Q1 | $270K | Buy |
3,371
+150
| +5% | +$12K | 0.04% | 118 |
|
|
2018
Q4 | $210K | Hold |
3,221
| – | – | 0.03% | 125 |
|
|
2018
Q3 | $211K | Sell |
3,221
-400
| -11% | -$26.2K | 0.03% | 129 |
|
|
2018
Q2 | $247K | Hold |
3,621
| – | – | 0.04% | 122 |
|
|
2018
Q1 | $223K | Buy |
3,621
+100
| +3% | +$6.16K | 0.04% | 127 |
|
|
2017
Q4 | $240K | Sell |
3,521
-46
| -1% | -$3.14K | 0.04% | 122 |
|
|
2017
Q3 | $214K | Hold |
3,567
| – | – | 0.04% | 121 |
|
|
2017
Q2 | $203K | Buy |
+3,567
| New | +$203K | 0.04% | 116 |
|
|
2016
Q3 | – | Sell |
-24,169
| Closed | -$1.44M | – | 113 |
|
|
2016
Q2 | $1.44M | Sell |
24,169
-430
| -2% | -$25.6K | 0.32% | 34 |
|
|
2016
Q1 | $1.33M | Buy |
24,599
+750
| +3% | +$40.5K | 0.29% | 39 |
|
|
2015
Q4 | $1.26M | Sell |
23,849
-130
| -0.5% | -$6.87K | 0.29% | 43 |
|
|
2015
Q3 | $1.14M | Buy |
+23,979
| New | +$1.14M | 0.28% | 45 |
|
|
2015
Q2 | – | Sell |
-4,321
| Closed | -$214K | – | 155 |
|
|
2015
Q1 | $214K | Sell |
4,321
-29,383
| -87% | -$1.46M | 0.02% | 164 |
|
|
2014
Q4 | $1.56M | Buy |
+33,704
| New | +$1.56M | 0.35% | 35 |
|