Stockman 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
$327K Hold
2,248
0.04% 130
2025
Q1
$347K Hold
2,248
0.05% 125
2024
Q4
$315K Hold
2,248
0.05% 132
2024
Q3
$302K Sell
2,248
-3
-0.1% -$403 0.05% 145
2024
Q2
$267K Hold
2,251
0.05% 147
2024
Q1
$276K Buy
2,251
+3
+0.1% +$368 0.05% 148
2023
Q4
$268K Hold
2,248
0.05% 143
2023
Q3
$259K Hold
2,248
0.06% 149
2023
Q2
$251K Sell
2,248
-200
-8% -$22.4K 0.05% 166
2023
Q1
$281K Hold
2,448
0.06% 164
2022
Q4
$283K Buy
2,448
+138
+6% +$15.9K 0.07% 155
2022
Q3
$259K Hold
2,310
0.07% 153
2022
Q2
$263K Hold
2,310
0.07% 160
2022
Q1
$315K Hold
2,310
0.07% 154
2021
Q4
$315K Sell
2,310
-43
-2% -$5.86K 0.06% 159
2021
Q3
$265K Buy
2,353
+43
+2% +$4.84K 0.06% 165
2021
Q2
$248K Hold
2,310
0.06% 171
2021
Q1
$226K Hold
2,310
0.06% 168
2020
Q4
$215K Buy
+2,310
New +$215K 0.07% 170