Stratos 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 | $1.71M | Sell |
11,722
-923
| -7% | -$134K | 0.02% | 543 |
|
|
2025
Q1 | $1.95M | Buy |
12,645
+2,137
| +20% | +$330K | 0.03% | 454 |
|
|
2024
Q4 | $1.47M | Buy |
10,508
+225
| +2% | +$31.6K | 0.02% | 558 |
|
|
2024
Q3 | $1.38M | Buy |
10,283
+639
| +7% | +$85.8K | 0.02% | 564 |
|
|
2024
Q2 | $1.14M | Sell |
9,644
-1,064
| -10% | -$126K | 0.02% | 597 |
|
|
2024
Q1 | $1.31M | Sell |
10,708
-341
| -3% | -$41.9K | 0.02% | 558 |
|
|
2023
Q4 | $1.32M | Buy |
11,049
+50
| +0.5% | +$5.96K | 0.02% | 522 |
|
|
2023
Q3 | $1.27M | Buy |
10,999
+267
| +2% | +$30.8K | 0.03% | 488 |
|
|
2023
Q2 | $1.2M | Buy |
10,732
+374
| +4% | +$41.8K | 0.03% | 479 |
|
|
2023
Q1 | $1.19M | Sell |
10,358
-2,770
| -21% | -$317K | 0.03% | 438 |
|
|
2022
Q4 | $1.52M | Buy |
13,128
+2,371
| +22% | +$274K | 0.04% | 405 |
|
|
2022
Q3 | $1.21M | Buy |
10,757
+563
| +6% | +$63.2K | 0.03% | 434 |
|
|
2022
Q2 | $1.16M | Sell |
10,194
-145
| -1% | -$16.5K | 0.03% | 463 |
|
|
2022
Q1 | $1.41M | Buy |
10,339
+228
| +2% | +$31.1K | 0.03% | 458 |
|
|
2021
Q4 | $1.38M | Buy |
10,111
+652
| +7% | +$89K | 0.03% | 472 |
|
|
2021
Q3 | $1.06M | Buy |
9,459
+112
| +1% | +$12.6K | 0.03% | 506 |
|
|
2021
Q2 | $1M | Sell |
9,347
-1,655
| -15% | -$178K | 0.03% | 547 |
|
|
2021
Q1 | $1.08M | Sell |
11,002
-909
| -8% | -$89.1K | 0.03% | 476 |
|
|
2020
Q4 | $1.11M | Sell |
11,911
-646
| -5% | -$60.2K | 0.03% | 418 |
|
|
2020
Q3 | $1M | Sell |
12,557
-1,127
| -8% | -$89.9K | 0.03% | 400 |
|
|
2020
Q2 | $1.04M | Sell |
13,684
-1,998
| -13% | -$151K | 0.04% | 372 |
|
|
2020
Q1 | $987K | Buy |
15,682
+585
| +4% | +$36.8K | 0.05% | 332 |
|
|
2019
Q4 | $1.28M | Sell |
15,097
-109
| -0.7% | -$9.27K | 0.05% | 323 |
|
|
2019
Q3 | $1.26M | Buy |
15,206
+256
| +2% | +$21.2K | 0.05% | 320 |
|
|
2019
Q2 | $1.23M | Sell |
14,950
-3,378
| -18% | -$278K | 0.05% | 310 |
|
|
2019
Q1 | $1.47M | Sell |
18,328
-12
| -0.1% | -$962 | 0.07% | 289 |
|
|
2018
Q4 | $1.2M | Sell |
18,340
-1,120
| -6% | -$73K | 0.06% | 294 |
|
|
2018
Q3 | $1.43M | Sell |
19,460
-7,542
| -28% | -$555K | 0.06% | 272 |
|
|
2018
Q2 | $1.85M | Sell |
27,002
-1,539
| -5% | -$105K | 0.08% | 247 |
|
|
2018
Q1 | $1.76M | Sell |
28,541
-101
| -0.4% | -$6.22K | 0.07% | 254 |
|
|
2017
Q4 | $1.95M | Hold |
28,642
| – | – | 0.09% | 235 |
|
|
2017
Q3 | $1.72M | Buy |
28,642
+519
| +2% | +$31.1K | 0.08% | 243 |
|
|
2017
Q2 | $1.6M | Buy |
28,123
+1,608
| +6% | +$91.5K | 0.08% | 226 |
|
|
2017
Q1 | $1.56M | Buy |
26,515
+3,426
| +15% | +$202K | 0.09% | 210 |
|
|
2016
Q4 | $1.41M | Buy |
23,089
+3,547
| +18% | +$216K | 0.09% | 213 |
|
|
2016
Q3 | $1.13M | Buy |
19,542
+1,668
| +9% | +$96.5K | 0.08% | 227 |
|
|
2016
Q2 | $1.06M | Buy |
17,874
+1,528
| +9% | +$91K | 0.08% | 211 |
|
|
2016
Q1 | $883K | Sell |
16,346
-7,745
| -32% | -$418K | 0.08% | 202 |
|
|
2015
Q4 | $1.27M | Buy |
24,091
+7,626
| +46% | +$403K | 0.11% | 152 |
|
|
2015
Q3 | $784K | Sell |
16,465
-331
| -2% | -$15.8K | 0.1% | 181 |
|
|
2015
Q2 | $787K | Sell |
16,796
-4,690
| -22% | -$220K | 0.1% | 182 |
|
|
2015
Q1 | $1.07M | Buy |
21,486
+10,005
| +87% | +$500K | 0.13% | 162 |
|
|
2014
Q4 | $530K | Buy |
11,481
+2,825
| +33% | +$130K | 0.1% | 227 |
|
|
2014
Q3 | $382K | Sell |
8,656
-3,650
| -30% | -$161K | 0.09% | 190 |
|
|
2014
Q2 | $511K | Buy |
+12,306
| New | +$511K | 0.17% | 152 |
|