Strategic Family Wealth Counselors’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$217K Buy
2025
Q3
$256K Sell
2025
Q2
$295K Sell
2025
Q1
$329K Sell
2024
Q4
$299K Buy
2024
Q3
$271K Buy
2024
Q2
$239K Hold
2024
Q1
$247K Hold
2023
Q4
$240K Hold
2023
Q3
$232K Hold
2023
Q2
$225K Hold
2023
Q1
$231K Sell
2022
Q4
$233K Buy
2022
Q3
$225K Hold
2022
Q2
$229K Buy
2022
Q1
$273K Hold
2021
Q4
$273K Hold
2021
Q3
$225K Buy