SSWM
Sheets Smith Wealth Management’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Sell |
24,439
-199
| -0.8% | -$28.9K | 0.42% | 59 |
|
|
2025
Q1 | $3.8M | Buy |
24,638
+2
| +0% | +$309 | 0.47% | 57 |
|
|
2024
Q4 | $3.45M | Buy |
24,636
+1
| +0% | +$140 | 0.42% | 60 |
|
|
2024
Q3 | $3.31M | Sell |
24,635
-25,077
| -50% | -$3.37M | 0.4% | 60 |
|
|
2024
Q2 | $5.89M | Sell |
49,712
-6,998
| -12% | -$830K | 0.7% | 35 |
|
|
2024
Q1 | $6.96M | Buy |
56,710
+7,001
| +14% | +$860K | 0.78% | 33 |
|
|
2023
Q4 | $5.92M | Sell |
49,709
-13
| -0% | -$1.55K | 0.84% | 32 |
|
|
2023
Q3 | $5.73M | Buy |
49,722
+502
| +1% | +$57.9K | 0.87% | 30 |
|
|
2023
Q2 | $5.51M | Buy |
49,220
+101
| +0.2% | +$11.3K | 0.8% | 32 |
|
|
2023
Q1 | $5.63M | Buy |
49,119
+1
| +0% | +$115 | 0.86% | 32 |
|
|
2022
Q4 | $5.68M | Sell |
49,118
-1,342
| -3% | -$155K | 0.89% | 31 |
|
|
2022
Q3 | $5.66M | Buy |
50,460
+1
| +0% | +$112 | 0.95% | 25 |
|
|
2022
Q2 | $5.75M | Sell |
50,459
-170
| -0.3% | -$19.4K | 0.95% | 26 |
|
|
2022
Q1 | $6.91M | Hold |
50,629
| – | – | 0.95% | 27 |
|
|
2021
Q4 | $6.91M | Buy |
50,629
+1
| +0% | +$137 | 0.86% | 31 |
|
|
2021
Q3 | $5.69M | Sell |
50,628
-82
| -0.2% | -$9.22K | 0.77% | 34 |
|
|
2021
Q2 | $5.44M | Sell |
50,710
-173
| -0.3% | -$18.6K | 0.73% | 36 |
|
|
2021
Q1 | $4.99M | Buy |
50,883
+3
| +0% | +$294 | 0.73% | 38 |
|
|
2020
Q4 | $4.74M | Sell |
50,880
-36
| -0.1% | -$3.35K | 0.72% | 38 |
|
|
2020
Q3 | $4.06M | Buy |
50,916
+344
| +0.7% | +$27.4K | 0.71% | 39 |
|
|
2020
Q2 | $3.83M | Buy |
50,572
+61
| +0.1% | +$4.62K | 0.77% | 37 |
|
|
2020
Q1 | $3.18M | Buy |
50,511
+171
| +0.3% | +$10.8K | 0.67% | 35 |
|
|
2019
Q4 | $4.28M | Hold |
50,340
| – | – | 0.82% | 34 |
|
|
2019
Q3 | $4.17M | Hold |
50,340
| – | – | 0.86% | 32 |
|
|
2019
Q2 | $4.14M | Hold |
50,340
| – | – | 0.85% | 27 |
|
|
2019
Q1 | $4.04M | Buy |
50,340
+20,500
| +69% | +$1.64M | 0.87% | 27 |
|
|
2018
Q4 | $1.94M | Buy |
29,840
+5,200
| +21% | +$339K | 0.52% | 53 |
|
|
2018
Q3 | $1.82M | Buy |
+24,640
| New | +$1.82M | 0.38% | 71 |
|