Stratos Wealth Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $824K | Sell |
5,661
-374
| -6% | -$54.4K | 0.04% | 342 |
|
2025
Q1 | $931K | Sell |
6,035
-702
| -10% | -$108K | 0.05% | 311 |
|
2024
Q4 | $945K | Buy |
6,737
+38
| +0.6% | +$5.33K | 0.05% | 341 |
|
2024
Q3 | $899K | Buy |
6,699
+52
| +0.8% | +$6.98K | 0.04% | 377 |
|
2024
Q2 | $788K | Sell |
6,647
-8,778
| -57% | -$1.04M | 0.04% | 378 |
|
2024
Q1 | $1.89M | Buy |
15,425
+84
| +0.5% | +$10.3K | 0.11% | 203 |
|
2023
Q4 | $1.83M | Buy |
15,341
+70
| +0.5% | +$8.34K | 0.11% | 236 |
|
2023
Q3 | $1.76M | Sell |
15,271
-226
| -1% | -$26.1K | 0.12% | 216 |
|
2023
Q2 | $1.73M | Sell |
15,497
-297
| -2% | -$33.2K | 0.12% | 218 |
|
2023
Q1 | $1.81M | Buy |
15,794
+94
| +0.6% | +$10.8K | 0.14% | 199 |
|
2022
Q4 | $1.81M | Buy |
15,700
+3,448
| +28% | +$398K | 0.15% | 188 |
|
2022
Q3 | $1.38M | Sell |
12,252
-3,669
| -23% | -$412K | 0.14% | 194 |
|
2022
Q2 | $1.81M | Buy |
15,921
+140
| +0.9% | +$15.9K | 0.16% | 159 |
|
2022
Q1 | $2.15M | Buy |
15,781
+191
| +1% | +$26.1K | 0.17% | 154 |
|
2021
Q4 | $2.13M | Buy |
15,590
+30
| +0.2% | +$4.1K | 0.15% | 179 |
|
2021
Q3 | $1.75M | Buy |
15,560
+8,286
| +114% | +$932K | 0.15% | 180 |
|
2021
Q2 | $781K | Buy |
7,274
+645
| +10% | +$69.3K | 0.07% | 277 |
|
2021
Q1 | $650K | Buy |
6,629
+577
| +10% | +$56.6K | 0.07% | 278 |
|
2020
Q4 | $564K | Buy |
6,052
+2,182
| +56% | +$203K | 0.08% | 231 |
|
2020
Q3 | $309K | Buy |
3,870
+37
| +1% | +$2.95K | 0.08% | 248 |
|
2020
Q2 | $290K | Buy |
+3,833
| New | +$290K | 0.09% | 214 |
|
2020
Q1 | – | Sell |
-3,927
| Closed | -$334K | – | 298 |
|
2019
Q4 | $334K | Buy |
3,927
+87
| +2% | +$7.4K | 0.19% | 124 |
|
2019
Q3 | $318K | Buy |
3,840
+1,045
| +37% | +$86.5K | 0.12% | 175 |
|
2019
Q2 | $230K | Buy |
+2,795
| New | +$230K | 0.09% | 209 |
|