Strategic Family Wealth Counselors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
2,030
-101
| -5% | -$14.7K | 0.08% | 120 |
|
|
2025
Q1 | $329K | Sell |
2,131
-1
| -0% | -$154 | 0.11% | 107 |
|
|
2024
Q4 | $299K | Buy |
2,132
+115
| +6% | +$16.1K | 0.1% | 108 |
|
|
2024
Q3 | $271K | Buy |
2,017
+5
| +0.2% | +$671 | 0.09% | 112 |
|
|
2024
Q2 | $239K | Hold |
2,012
| – | – | 0.09% | 109 |
|
|
2024
Q1 | $247K | Hold |
2,012
| – | – | 0.1% | 102 |
|
|
2023
Q4 | $240K | Hold |
2,012
| – | – | 0.1% | 102 |
|
|
2023
Q3 | $232K | Hold |
2,012
| – | – | 0.11% | 93 |
|
|
2023
Q2 | $225K | Hold |
2,012
| – | – | 0.1% | 97 |
|
|
2023
Q1 | $231K | Sell |
2,012
-7
| -0.3% | -$802 | 0.11% | 94 |
|
|
2022
Q4 | $233K | Buy |
2,019
+10
| +0.5% | +$1.16K | 0.12% | 91 |
|
|
2022
Q3 | $225K | Hold |
2,009
| – | – | 0.11% | 84 |
|
|
2022
Q2 | $229K | Buy |
2,009
+9
| +0.5% | +$1.03K | 0.11% | 85 |
|
|
2022
Q1 | $273K | Hold |
2,000
| – | – | 0.11% | 79 |
|
|
2021
Q4 | $273K | Hold |
2,000
| – | – | 0.09% | 83 |
|
|
2021
Q3 | $225K | Buy |
+2,000
| New | +$225K | 0.08% | 86 |
|