Simon Quick 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 | $1.24M | Buy |
8,532
+1,264
| +17% | +$184K | 0.05% | 214 |
|
|
2025
Q1 | $1.12M | Buy |
7,268
+1,725
| +31% | +$266K | 0.06% | 158 |
|
|
2024
Q4 | $777K | Buy |
5,543
+183
| +3% | +$25.7K | 0.05% | 182 |
|
|
2024
Q3 | $719K | Buy |
5,360
+316
| +6% | +$42.4K | 0.05% | 191 |
|
|
2024
Q2 | $598K | Buy |
5,044
+1,787
| +55% | +$212K | 0.04% | 191 |
|
|
2024
Q1 | $400K | Buy |
3,257
+339
| +12% | +$41.6K | 0.03% | 241 |
|
|
2023
Q4 | $348K | Sell |
2,918
-106
| -4% | -$12.6K | 0.03% | 216 |
|
|
2023
Q3 | $349K | Buy |
3,024
+653
| +28% | +$75.3K | 0.03% | 214 |
|
|
2023
Q2 | $265K | Sell |
2,371
-207
| -8% | -$23.2K | 0.02% | 227 |
|
|
2023
Q1 | $295K | Buy |
+2,578
| New | +$295K | 0.03% | 215 |
|
|
2022
Q2 | – | Sell |
-567
| Closed | -$77K | – | 334 |
|
|
2022
Q1 | $77K | Sell |
567
-333
| -37% | -$45.2K | 0.02% | 168 |
|
|
2021
Q4 | $123K | Buy |
900
+84
| +10% | +$11.5K | 0.03% | 141 |
|
|
2021
Q3 | $91K | Buy |
816
+261
| +47% | +$29.1K | 0.02% | 181 |
|
|
2021
Q2 | $59K | Buy |
555
+4
| +0.7% | +$425 | 0.02% | 219 |
|
|
2021
Q1 | $54K | Buy |
551
+3
| +0.5% | +$294 | 0.02% | 240 |
|
|
2020
Q4 | $51K | Buy |
+548
| New | +$51K | 0.02% | 212 |
|
|
2020
Q1 | – | Sell |
-30
| Closed | -$3K | – | 647 |
|
|
2019
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 559 |
|
|
2018
Q4 | – | Sell |
-509
| Closed | -$37K | – | 359 |
|
|
2018
Q3 | $37K | Buy |
509
+402
| +376% | +$29.2K | 0.01% | 197 |
|
|
2018
Q2 | $7K | Buy |
+107
| New | +$7K | ﹤0.01% | 280 |
|