SIAP
Sterling Investment Advisors (Pennsylvania)’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
15,613
+625
| +4% | +$90.9K | 0.5% | 59 |
|
|
2025
Q1 | $2.31M | Sell |
14,988
-1,249
| -8% | -$193K | 0.56% | 57 |
|
|
2024
Q4 | $2.28M | Sell |
16,237
-295
| -2% | -$41.4K | 0.55% | 59 |
|
|
2024
Q3 | $2.22M | Sell |
16,532
-294
| -2% | -$39.5K | 0.56% | 59 |
|
|
2024
Q2 | $1.99M | Sell |
16,826
-694
| -4% | -$82.3K | 0.54% | 58 |
|
|
2024
Q1 | $2.15M | Sell |
17,520
-295
| -2% | -$36.2K | 0.6% | 56 |
|
|
2023
Q4 | $2.12M | Sell |
17,815
-244
| -1% | -$29.1K | 0.66% | 51 |
|
|
2023
Q3 | $2.08M | Buy |
18,059
+6
| +0% | +$692 | 0.73% | 46 |
|
|
2023
Q2 | $2.02M | Sell |
18,053
-844
| -4% | -$94.4K | 0.67% | 48 |
|
|
2023
Q1 | $2.17M | Sell |
18,897
-645
| -3% | -$73.9K | 0.73% | 49 |
|
|
2022
Q4 | $2.26M | Buy |
19,542
+5
| +0% | +$578 | 0.81% | 44 |
|
|
2022
Q3 | $2.19M | Sell |
19,537
-196
| -1% | -$22K | 0.82% | 45 |
|
|
2022
Q2 | $2.25M | Buy |
19,733
+305
| +2% | +$34.7K | 0.77% | 43 |
|
|
2022
Q1 | $2.65M | Sell |
19,428
-96
| -0.5% | -$13.1K | 0.75% | 46 |
|
|
2021
Q4 | $2.67M | Sell |
19,524
-240
| -1% | -$32.8K | 0.75% | 45 |
|
|
2021
Q3 | $2.22M | Sell |
19,764
-1,195
| -6% | -$134K | 0.66% | 52 |
|
|
2021
Q2 | $2.25M | Buy |
20,959
+83
| +0.4% | +$8.91K | 0.66% | 51 |
|
|
2021
Q1 | $2.05M | Buy |
20,876
+5
| +0% | +$490 | 0.66% | 47 |
|
|
2020
Q4 | $1.95M | Buy |
20,871
+8
| +0% | +$746 | 0.66% | 50 |
|
|
2020
Q3 | $1.66M | Sell |
20,863
-1,016
| -5% | -$81K | 0.64% | 50 |
|
|
2020
Q2 | $1.66M | Buy |
21,879
+109
| +0.5% | +$8.26K | 0.69% | 45 |
|
|
2020
Q1 | $1.37M | Sell |
21,770
-144
| -0.7% | -$9.06K | 0.72% | 42 |
|
|
2019
Q4 | $1.86M | Sell |
21,914
-69
| -0.3% | -$5.87K | 0.86% | 37 |
|
|
2019
Q3 | $1.82M | Sell |
21,983
-518
| -2% | -$42.9K | 0.93% | 34 |
|
|
2019
Q2 | $1.85M | Sell |
22,501
-2,493
| -10% | -$205K | 0.95% | 30 |
|
|
2019
Q1 | $2.01M | Buy |
24,994
+457
| +2% | +$36.7K | 1.02% | 31 |
|
|
2018
Q4 | $1.6M | Buy |
24,537
+2,381
| +11% | +$155K | 0.94% | 36 |
|
|
2018
Q3 | $1.63M | Buy |
22,156
+406
| +2% | +$29.9K | 0.86% | 34 |
|
|
2018
Q2 | $1.49M | Buy |
21,750
+800
| +4% | +$54.7K | 0.88% | 38 |
|
|
2018
Q1 | $1.29M | Sell |
20,950
-500
| -2% | -$30.8K | 0.79% | 42 |
|
|
2017
Q4 | $1.46M | Hold |
21,450
| – | – | 0.91% | 37 |
|
|
2017
Q3 | $1.29M | Sell |
21,450
-500
| -2% | -$30K | 0.85% | 41 |
|
|
2017
Q2 | $1.25M | Buy |
21,950
+21,650
| +7,217% | +$1.23M | 0.83% | 42 |
|
|
2017
Q1 | $18K | Buy |
+300
| New | +$18K | 0.01% | 260 |
|