Soltis Investment 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 | $2.33M | Buy |
16,052
+832
| +5% | +$121K | 0.18% | 116 |
|
|
2025
Q1 | $2.35M | Sell |
15,220
-196
| -1% | -$30.2K | 0.21% | 114 |
|
|
2024
Q4 | $2.16M | Buy |
15,416
+13,854
| +887% | +$1.94M | 0.2% | 118 |
|
|
2024
Q3 | $210K | Buy |
+1,562
| New | +$210K | 0.02% | 342 |
|
|
2024
Q1 | – | Sell |
-3,434
| Closed | -$409K | – | 307 |
|
|
2023
Q4 | $409K | Sell |
3,434
-70
| -2% | -$8.34K | 0.05% | 202 |
|
|
2023
Q3 | $404K | Buy |
3,504
+205
| +6% | +$23.6K | 0.05% | 186 |
|
|
2023
Q2 | $369K | Sell |
3,299
-64
| -2% | -$7.16K | 0.04% | 195 |
|
|
2023
Q1 | $385K | Sell |
3,363
-80
| -2% | -$9.17K | 0.05% | 186 |
|
|
2022
Q4 | $398K | Buy |
+3,443
| New | +$398K | 0.05% | 180 |
|
|
2022
Q1 | – | Sell |
-1,666
| Closed | -$227K | – | 262 |
|
|
2021
Q4 | $227K | Buy |
+1,666
| New | +$227K | 0.03% | 238 |
|
|
2021
Q2 | – | Sell |
-9,353
| Closed | -$917K | – | 247 |
|
|
2021
Q1 | $917K | Sell |
9,353
-1,209
| -11% | -$119K | 0.17% | 106 |
|
|
2020
Q4 | $984K | Buy |
10,562
+1,936
| +22% | +$180K | 0.18% | 94 |
|
|
2020
Q3 | $688K | Buy |
8,626
+2,145
| +33% | +$171K | 0.16% | 108 |
|
|
2020
Q2 | $491K | Buy |
+6,481
| New | +$491K | 0.13% | 119 |
|