Strategic Wealth Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4K | Buy |
+92
| New | +$13.4K | ﹤0.01% | 737 |
|
|
2019
Q2 | – | Sell |
-88
| Closed | -$7K | – | 800 |
|
|
2019
Q1 | $7K | Hold |
88
| – | – | ﹤0.01% | 597 |
|
|
2018
Q4 | $6K | Hold |
88
| – | – | ﹤0.01% | 545 |
|
|
2018
Q3 | $6K | Hold |
88
| – | – | ﹤0.01% | 542 |
|
|
2018
Q2 | $6K | Sell |
88
-203
| -70% | -$13.8K | ﹤0.01% | 618 |
|
|
2018
Q1 | $18K | Sell |
291
-64
| -18% | -$3.96K | 0.01% | 386 |
|
|
2017
Q4 | $23K | Buy |
+355
| New | +$23K | 0.01% | 313 |
|