Smith Salley Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
16,619
-25
| -0.2% | -$3.64K | 0.14% | 101 |
|
|
2025
Q1 | $2.57M | Sell |
16,644
-25
| -0.1% | -$3.86K | 0.17% | 91 |
|
|
2024
Q4 | $2.34M | Sell |
16,669
-48
| -0.3% | -$6.73K | 0.15% | 96 |
|
|
2024
Q3 | $2.24M | Sell |
16,717
-173
| -1% | -$23.2K | 0.15% | 99 |
|
|
2024
Q2 | $2M | Buy |
16,890
+299
| +2% | +$35.5K | 0.14% | 98 |
|
|
2024
Q1 | $2.04M | Sell |
16,591
-6,435
| -28% | -$790K | 0.16% | 96 |
|
|
2023
Q4 | $2.74M | Sell |
23,026
-90
| -0.4% | -$10.7K | 0.18% | 90 |
|
|
2023
Q3 | $2.67M | Sell |
23,116
-5,535
| -19% | -$638K | 0.2% | 83 |
|
|
2023
Q2 | $3.21M | Sell |
28,651
-1,142
| -4% | -$128K | 0.24% | 77 |
|
|
2023
Q1 | $3.41M | Buy |
29,793
+767
| +3% | +$87.9K | 0.27% | 74 |
|
|
2022
Q4 | $3.35M | Buy |
29,026
+74
| +0.3% | +$8.55K | 0.29% | 78 |
|
|
2022
Q3 | $3.25M | Buy |
28,952
+503
| +2% | +$56.4K | 0.3% | 74 |
|
|
2022
Q2 | $3.24M | Sell |
28,449
-5,830
| -17% | -$664K | 0.28% | 74 |
|
|
2022
Q1 | $4.68M | Buy |
34,279
+538
| +2% | +$73.4K | 0.35% | 67 |
|
|
2021
Q4 | $4.61M | Sell |
33,741
-37
| -0.1% | -$5.05K | 0.33% | 70 |
|
|
2021
Q3 | $3.8M | Buy |
33,778
+1,664
| +5% | +$187K | 0.3% | 73 |
|
|
2021
Q2 | $3.45M | Buy |
32,114
+467
| +1% | +$50.1K | 0.28% | 77 |
|
|
2021
Q1 | $3.1M | Buy |
31,647
+307
| +1% | +$30.1K | 0.28% | 77 |
|
|
2020
Q4 | $2.92M | Buy |
31,340
+158
| +0.5% | +$14.7K | 0.3% | 71 |
|
|
2020
Q3 | $2.49M | Buy |
31,182
+176
| +0.6% | +$14K | 0.3% | 73 |
|
|
2020
Q2 | $2.35M | Buy |
31,006
+1,318
| +4% | +$99.8K | 0.31% | 70 |
|
|
2020
Q1 | $1.87M | Sell |
29,688
-1,177
| -4% | -$74K | 0.31% | 71 |
|
|
2019
Q4 | $2.63M | Buy |
30,865
+764
| +3% | +$65K | 0.35% | 74 |
|
|
2019
Q3 | $2.49M | Buy |
30,101
+1,609
| +6% | +$133K | 0.35% | 75 |
|
|
2019
Q2 | $2.35M | Sell |
28,492
-543
| -2% | -$44.7K | 0.35% | 75 |
|
|
2019
Q1 | $2.33M | Buy |
29,035
+519
| +2% | +$41.6K | 0.37% | 71 |
|
|
2018
Q4 | $1.86M | Sell |
28,516
-1,596
| -5% | -$104K | 0.34% | 76 |
|
|
2018
Q3 | $2.22M | Sell |
30,112
-2,063
| -6% | -$152K | 0.35% | 74 |
|
|
2018
Q2 | $2.2M | Buy |
+32,175
| New | +$2.2M | 0.38% | 77 |
|
|
2016
Q1 | – | Sell |
-4,508
| Closed | -$239K | – | 162 |
|
|
2015
Q4 | $239K | Sell |
4,508
-1,741
| -28% | -$92.3K | 0.06% | 137 |
|
|
2015
Q3 | $297K | Hold |
6,249
| – | – | 0.08% | 125 |
|
|
2015
Q2 | $293K | Buy |
6,249
+300
| +5% | +$14.1K | 0.07% | 129 |
|
|
2015
Q1 | $295K | Sell |
5,949
-640
| -10% | -$31.7K | 0.08% | 137 |
|
|
2014
Q4 | $303K | Sell |
6,589
-50
| -0.8% | -$2.3K | 0.08% | 139 |
|
|
2014
Q3 | $293K | Sell |
6,639
-547
| -8% | -$24.1K | 0.08% | 147 |
|
|
2014
Q2 | $298K | Buy |
+7,186
| New | +$298K | 0.08% | 154 |
|