Spire 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
$205K Sell
1,408
-451
-24% -$65.6K 0.01% 761
2025
Q1
$287K Buy
1,859
+31
+2% +$4.78K 0.01% 726
2024
Q4
$256K Buy
1,828
+33
+2% +$4.63K 0.01% 744
2024
Q3
$241K Sell
1,795
-474
-21% -$63.6K 0.01% 688
2024
Q2
$269K Sell
2,269
-123
-5% -$14.6K 0.01% 641
2024
Q1
$294K Sell
2,392
-16
-0.7% -$1.97K 0.01% 671
2023
Q4
$294K Sell
2,408
-81
-3% -$9.89K 0.01% 657
2023
Q3
$287K Sell
2,489
-329
-12% -$37.9K 0.01% 602
2023
Q2
$315K Sell
2,818
-437
-13% -$48.9K 0.01% 605
2023
Q1
$373K Sell
3,255
-39,802
-92% -$4.56M 0.01% 563
2022
Q4
$4.98M Sell
43,057
-707
-2% -$81.7K 0.28% 84
2022
Q3
$4.91M Sell
43,764
-12,162
-22% -$1.36M 0.3% 80
2022
Q2
$6.37M Sell
55,926
-23,772
-30% -$2.71M 0.26% 100
2022
Q1
$10.9M Buy
79,698
+77,679
+3,847% +$10.6M 0.29% 90
2021
Q4
$281K Buy
2,019
+275
+16% +$38.3K 0.01% 938
2021
Q3
$196K Sell
1,744
-162
-8% -$18.2K 0.01% 937
2021
Q2
$205K Sell
1,906
-123
-6% -$13.2K 0.01% 938
2021
Q1
$199K Buy
+2,029
New +$199K 0.01% 1066