Summit Trail Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $663K | Buy |
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|
2024
Q1 | $653K | Buy |
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|
2023
Q4 | $595K | Sell |
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|
2023
Q3 | $615K | Buy |
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|
2023
Q2 | $557K | Buy |
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|
2023
Q1 | $499K | Buy |
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|
2022
Q4 | $481K | Sell |
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|
2022
Q3 | $516K | Buy |
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|
2022
Q2 | $493K | Sell |
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|
2022
Q1 | $786K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $46K | Buy |
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