Summit Wealth Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $384K | Hold |
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|
2025
Q2 | $440K | Hold |
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|
2025
Q1 | $467K | Buy |
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|
2024
Q4 | $415K | Hold |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $410K | Sell |
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|
2024
Q1 | $539K | Hold |
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|
2023
Q4 | $523K | Sell |
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|
2023
Q3 | $532K | Hold |
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|
2023
Q2 | $516K | Hold |
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|
2023
Q1 | $528K | Sell |
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|
2022
Q4 | $544K | Hold |
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|
2022
Q3 | $528K | Buy |
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|
2022
Q2 | $433K | Buy |
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|
2022
Q1 | $518K | Buy |
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|
2021
Q4 | $517K | Buy |
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|
2021
Q3 | $426K | Buy |
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|
2021
Q2 | $406K | Hold |
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|
2021
Q1 | $371K | Buy |
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|
2020
Q4 | $259K | Hold |
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|
2020
Q3 | $222K | Hold |
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|
2020
Q2 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $236K | Buy |
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