Tortoise Investment Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1K | Buy |
145
+14
| +11% | +$2.04K | ﹤0.01% | 501 |
|
|
2025
Q1 | $20.2K | Hold |
131
| – | – | ﹤0.01% | 490 |
|
|
2024
Q4 | $18.4K | Sell |
131
-183
| -58% | -$25.7K | ﹤0.01% | 556 |
|
|
2024
Q3 | $42.2K | Buy |
314
+183
| +140% | +$24.6K | ﹤0.01% | 436 |
|
|
2024
Q2 | $15.5K | Hold |
131
| – | – | ﹤0.01% | 572 |
|
|
2024
Q1 | $16.1K | Hold |
131
| – | – | ﹤0.01% | 551 |
|
|
2023
Q4 | $15.6K | Hold |
131
| – | – | ﹤0.01% | 506 |
|
|
2023
Q3 | $15.1K | Hold |
131
| – | – | ﹤0.01% | 494 |
|
|
2023
Q2 | $14.7K | Hold |
131
| – | – | ﹤0.01% | 507 |
|
|
2023
Q1 | $15K | Hold |
131
| – | – | ﹤0.01% | 498 |
|
|
2022
Q4 | $15.1K | Sell |
131
-88
| -40% | -$10.2K | ﹤0.01% | 492 |
|
|
2022
Q3 | $25K | Hold |
219
| – | – | ﹤0.01% | 406 |
|
|
2022
Q2 | $25K | Hold |
219
| – | – | ﹤0.01% | 397 |
|
|
2022
Q1 | $30K | Hold |
219
| – | – | 0.01% | 368 |
|
|
2021
Q4 | $30K | Buy |
219
+88
| +67% | +$12.1K | 0.01% | 349 |
|
|
2021
Q3 | $15K | Hold |
131
| – | – | ﹤0.01% | 420 |
|
|
2021
Q2 | $14K | Hold |
131
| – | – | ﹤0.01% | 427 |
|
|
2021
Q1 | $13K | Hold |
131
| – | – | ﹤0.01% | 409 |
|
|
2020
Q4 | $12K | Buy |
131
+97
| +285% | +$8.89K | ﹤0.01% | 396 |
|
|
2020
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 466 |
|
|
2020
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 445 |
|
|
2020
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 488 |
|
|
2019
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 514 |
|
|
2019
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 511 |
|
|
2019
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 539 |
|
|
2019
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 527 |
|
|
2018
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 505 |
|
|
2018
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 486 |
|
|
2018
Q2 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 523 |
|
|
2018
Q1 | – | Sell |
-34
| Closed | -$2K | – | 560 |
|
|
2017
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 514 |
|
|
2017
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 453 |
|
|
2017
Q2 | $2K | Sell |
34
-19
| -36% | -$1.12K | ﹤0.01% | 452 |
|
|
2017
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 423 |
|
|
2016
Q4 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 433 |
|
|
2016
Q3 | – | Sell |
-80
| Closed | -$5K | – | 497 |
|
|
2016
Q2 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 391 |
|