Steward Partners Investment Advisory’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.43M | Buy |
44,217
+3,138
| +8% | +$456K | 0.05% | 364 |
|
|
2025
Q1 | $6.34M | Buy |
41,079
+889
| +2% | +$137K | 0.06% | 335 |
|
|
2024
Q4 | $5.64M | Buy |
40,190
+3,140
| +8% | +$440K | 0.05% | 344 |
|
|
2024
Q3 | $4.97M | Buy |
37,050
+4,910
| +15% | +$659K | 0.05% | 361 |
|
|
2024
Q2 | $3.81M | Sell |
32,140
-315
| -1% | -$37.3K | 0.04% | 398 |
|
|
2024
Q1 | $3.99M | Buy |
32,455
+194
| +0.6% | +$23.8K | 0.04% | 385 |
|
|
2023
Q4 | $3.84M | Sell |
32,261
-285
| -0.9% | -$33.9K | 0.05% | 339 |
|
|
2023
Q3 | $3.75M | Sell |
32,546
-10,938
| -25% | -$1.26M | 0.06% | 315 |
|
|
2023
Q2 | $4.86M | Sell |
43,484
-160
| -0.4% | -$17.9K | 0.07% | 268 |
|
|
2023
Q1 | $5M | Buy |
43,644
+1,737
| +4% | +$199K | 0.08% | 252 |
|
|
2022
Q4 | $4.84M | Buy |
41,907
+831
| +2% | +$96K | 0.08% | 254 |
|
|
2022
Q3 | $4.61M | Sell |
41,076
-143
| -0.3% | -$16K | 0.09% | 254 |
|
|
2022
Q2 | $4.69M | Sell |
41,219
-358
| -0.9% | -$40.8K | 0.09% | 252 |
|
|
2022
Q1 | $5.67M | Buy |
41,577
+8
| +0% | +$1.09K | 0.09% | 236 |
|
|
2021
Q4 | $5.67M | Buy |
41,569
+869
| +2% | +$119K | 0.09% | 243 |
|
|
2021
Q3 | $4.58M | Buy |
40,700
+813
| +2% | +$91.4K | 0.08% | 266 |
|
|
2021
Q2 | $4.28M | Sell |
39,887
-12,174
| -23% | -$1.31M | 0.07% | 276 |
|
|
2021
Q1 | $5.1M | Buy |
52,061
+11,739
| +29% | +$1.15M | 0.09% | 235 |
|
|
2020
Q4 | $3.76M | Buy |
40,322
+10,945
| +37% | +$1.02M | 0.08% | 250 |
|
|
2020
Q3 | $2.34M | Buy |
29,377
+810
| +3% | +$64.6K | 0.06% | 294 |
|
|
2020
Q2 | $2.16M | Buy |
28,567
+5,527
| +24% | +$419K | 0.06% | 295 |
|
|
2020
Q1 | $1.45M | Buy |
23,040
+1,477
| +7% | +$92.9K | 0.05% | 313 |
|
|
2019
Q4 | $1.83M | Buy |
21,563
+742
| +4% | +$63.1K | 0.05% | 321 |
|
|
2019
Q3 | $1.72M | Buy |
20,821
+30
| +0.1% | +$2.48K | 0.06% | 299 |
|
|
2019
Q2 | $1.71M | Sell |
20,791
-550
| -3% | -$45.2K | 0.06% | 286 |
|
|
2019
Q1 | $1.71M | Buy |
21,341
+848
| +4% | +$68K | 0.07% | 261 |
|
|
2018
Q4 | $1.34M | Buy |
20,493
+763
| +4% | +$49.7K | 0.07% | 286 |
|
|
2018
Q3 | $1.45M | Buy |
19,730
+2,913
| +17% | +$215K | 0.07% | 274 |
|
|
2018
Q2 | $1.15M | Buy |
16,817
+4,361
| +35% | +$298K | 0.07% | 273 |
|
|
2018
Q1 | $767K | Buy |
12,456
+1,145
| +10% | +$70.5K | 0.05% | 315 |
|
|
2017
Q4 | $770K | Buy |
11,311
+612
| +6% | +$41.7K | 0.06% | 275 |
|
|
2017
Q3 | $641K | Buy |
10,699
+1,113
| +12% | +$66.7K | 0.07% | 255 |
|
|
2017
Q2 | $545K | Buy |
9,586
+8,362
| +683% | +$475K | 0.06% | 260 |
|
|
2017
Q1 | $72K | Buy |
+1,224
| New | +$72K | 0.01% | 481 |
|