Summit 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 | $440K | Hold |
3,027
| – | – | 0.08% | 139 |
|
|
2025
Q1 | $467K | Buy |
3,027
+70
| +2% | +$10.8K | 0.09% | 130 |
|
|
2024
Q4 | $415K | Hold |
2,957
| – | – | 0.09% | 136 |
|
|
2024
Q3 | $397K | Sell |
2,957
-500
| -14% | -$67.1K | 0.08% | 160 |
|
|
2024
Q2 | $410K | Sell |
3,457
-935
| -21% | -$111K | 0.09% | 149 |
|
|
2024
Q1 | $539K | Hold |
4,392
| – | – | 0.12% | 125 |
|
|
2023
Q4 | $523K | Sell |
4,392
-217
| -5% | -$25.8K | 0.12% | 116 |
|
|
2023
Q3 | $532K | Hold |
4,609
| – | – | 0.14% | 102 |
|
|
2023
Q2 | $516K | Hold |
4,609
| – | – | 0.13% | 102 |
|
|
2023
Q1 | $528K | Sell |
4,609
-96
| -2% | -$11K | 0.14% | 101 |
|
|
2022
Q4 | $544K | Hold |
4,705
| – | – | 0.14% | 100 |
|
|
2022
Q3 | $528K | Buy |
4,705
+901
| +24% | +$101K | 0.15% | 83 |
|
|
2022
Q2 | $433K | Buy |
3,804
+7
| +0.2% | +$797 | 0.12% | 100 |
|
|
2022
Q1 | $518K | Buy |
3,797
+6
| +0.2% | +$819 | 0.12% | 93 |
|
|
2021
Q4 | $517K | Buy |
3,791
+5
| +0.1% | +$683 | 0.11% | 93 |
|
|
2021
Q3 | $426K | Buy |
3,786
+6
| +0.2% | +$675 | 0.1% | 97 |
|
|
2021
Q2 | $406K | Hold |
3,780
| – | – | 0.1% | 105 |
|
|
2021
Q1 | $371K | Buy |
3,780
+1,000
| +36% | +$98K | 0.1% | 103 |
|
|
2020
Q4 | $259K | Hold |
2,780
| – | – | 0.07% | 125 |
|
|
2020
Q3 | $222K | Hold |
2,780
| – | – | 0.07% | 139 |
|
|
2020
Q2 | $211K | Buy |
+2,780
| New | +$211K | 0.07% | 139 |
|
|
2020
Q1 | – | Sell |
-2,780
| Closed | -$236K | – | 123 |
|
|
2019
Q4 | $236K | Buy |
+2,780
| New | +$236K | 0.08% | 108 |
|