Summit Financial’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
10,892
+4,240
| +64% | +$617K | 0.04% | 333 |
|
|
2025
Q1 | $1.03M | Buy |
6,652
+712
| +12% | +$110K | 0.03% | 371 |
|
|
2024
Q4 | $833K | Buy |
5,940
+754
| +15% | +$106K | 0.03% | 352 |
|
|
2024
Q3 | $696K | Sell |
5,186
-696
| -12% | -$93.4K | 0.03% | 319 |
|
|
2024
Q2 | $697K | Buy |
5,882
+1,486
| +34% | +$176K | 0.03% | 276 |
|
|
2024
Q1 | $540K | Buy |
4,396
+143
| +3% | +$17.6K | 0.03% | 242 |
|
|
2023
Q4 | $507K | Sell |
4,253
-188
| -4% | -$22.4K | 0.03% | 244 |
|
|
2023
Q3 | $512K | Buy |
4,441
+22
| +0.5% | +$2.54K | 0.04% | 235 |
|
|
2023
Q2 | $494K | Buy |
+4,419
| New | +$494K | 0.04% | 223 |
|