Sheets Smith Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3M | Sell |
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|
2025
Q2 | $3.55M | Sell |
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|
2025
Q1 | $3.8M | Buy |
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|
2024
Q4 | $3.45M | Buy |
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|
2024
Q3 | $3.31M | Sell |
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|
2024
Q2 | $5.89M | Sell |
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|
2024
Q1 | $6.96M | Buy |
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|
2023
Q4 | $5.92M | Sell |
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|
2023
Q3 | $5.73M | Buy |
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|
2023
Q2 | $5.51M | Buy |
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|
2023
Q1 | $5.63M | Buy |
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|
2022
Q4 | $5.68M | Sell |
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|
2022
Q3 | $5.66M | Buy |
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|
2022
Q2 | $5.75M | Sell |
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|
2022
Q1 | $6.91M | Hold |
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|
2021
Q4 | $6.91M | Buy |
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|
2021
Q3 | $5.69M | Sell |
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|
2021
Q2 | $5.44M | Sell |
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|
2021
Q1 | $4.99M | Buy |
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|
2020
Q4 | $4.74M | Sell |
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|
2020
Q3 | $4.06M | Buy |
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|
2020
Q2 | $3.83M | Buy |
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|
2020
Q1 | $3.18M | Buy |
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|
2019
Q4 | $4.28M | Hold |
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|
2019
Q3 | $4.17M | Hold |
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|
2019
Q2 | $4.14M | Hold |
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|
2019
Q1 | $4.04M | Buy |
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|
2018
Q4 | $1.94M | Buy |
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|
2018
Q3 | $1.81M | Buy |
|