Successful Portfolios’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $406K | Buy |
2,794
+1
| +0% | +$145 | 0.25% | 81 |
|
2025
Q1 | $431K | Buy |
2,793
+1
| +0% | +$154 | 0.29% | 75 |
|
2024
Q4 | $392K | Sell |
2,792
-61
| -2% | -$8.56K | 0.26% | 78 |
|
2024
Q3 | $383K | Sell |
2,853
-26
| -0.9% | -$3.49K | 0.26% | 84 |
|
2024
Q2 | $341K | Sell |
2,879
-390
| -12% | -$46.2K | 0.24% | 90 |
|
2024
Q1 | $401K | Sell |
3,269
-114
| -3% | -$14K | 0.27% | 84 |
|
2023
Q4 | $403K | Sell |
3,383
-10
| -0.3% | -$1.19K | 0.3% | 77 |
|
2023
Q3 | $391K | Sell |
3,393
-8
| -0.2% | -$923 | 0.35% | 70 |
|
2023
Q2 | $381K | Sell |
3,401
-493
| -13% | -$55.2K | 0.33% | 70 |
|
2023
Q1 | $446K | Sell |
3,894
-8
| -0.2% | -$917 | 0.28% | 92 |
|
2022
Q4 | $451K | Sell |
3,902
-40
| -1% | -$4.62K | 0.29% | 89 |
|
2022
Q3 | $442K | Sell |
3,942
-35
| -0.9% | -$3.92K | 0.32% | 81 |
|
2022
Q2 | $453K | Sell |
3,977
-6
| -0.2% | -$683 | 0.3% | 88 |
|
2022
Q1 | $544K | Sell |
3,983
-59
| -1% | -$8.06K | 0.31% | 84 |
|
2021
Q4 | $552K | Sell |
4,042
-1,543
| -28% | -$211K | 0.3% | 85 |
|
2021
Q3 | $628K | Buy |
5,585
+21
| +0.4% | +$2.36K | 0.38% | 64 |
|
2021
Q2 | $597K | Buy |
5,564
+273
| +5% | +$29.3K | 0.36% | 71 |
|
2021
Q1 | $519K | Buy |
5,291
+1,732
| +49% | +$170K | 0.34% | 82 |
|
2020
Q4 | $332K | Sell |
3,559
-241
| -6% | -$22.5K | 0.24% | 111 |
|
2020
Q3 | $303K | Hold |
3,800
| – | – | 0.24% | 112 |
|
2020
Q2 | $288K | Buy |
3,800
+16
| +0.4% | +$1.21K | 0.25% | 110 |
|
2020
Q1 | $238K | Buy |
3,784
+52
| +1% | +$3.27K | 0.24% | 113 |
|
2019
Q4 | $317K | Sell |
3,732
-28
| -0.7% | -$2.38K | 0.28% | 100 |
|
2019
Q3 | $311K | Buy |
3,760
+183
| +5% | +$15.1K | 0.29% | 98 |
|
2019
Q2 | $294K | Sell |
3,577
-30
| -0.8% | -$2.47K | 0.32% | 95 |
|
2019
Q1 | $289K | Sell |
3,607
-25
| -0.7% | -$2K | 0.32% | 95 |
|
2018
Q4 | $237K | Sell |
3,632
-85
| -2% | -$5.55K | 0.3% | 101 |
|
2018
Q3 | $274K | Sell |
3,717
-140
| -4% | -$10.3K | 0.3% | 104 |
|
2018
Q2 | $264K | Sell |
3,857
-69
| -2% | -$4.72K | 0.31% | 103 |
|
2018
Q1 | $242K | Sell |
3,926
-270
| -6% | -$16.6K | 0.29% | 106 |
|
2017
Q4 | $286K | Buy |
+4,196
| New | +$286K | 0.36% | 95 |
|