Tradition Wealth 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 | $244K | Buy |
1,675
+41
| +3% | +$5.97K | 0.02% | 397 |
|
|
2025
Q1 | $252K | Buy |
1,634
+19
| +1% | +$2.93K | 0.02% | 369 |
|
|
2024
Q4 | $226K | Sell |
1,615
-137
| -8% | -$19.2K | 0.02% | 375 |
|
|
2024
Q3 | $235K | Buy |
1,752
+41
| +2% | +$5.5K | 0.02% | 365 |
|
|
2024
Q2 | $203K | Hold |
1,711
| – | – | 0.02% | 382 |
|
|
2024
Q1 | $210K | Buy |
1,711
+54
| +3% | +$6.63K | 0.02% | 367 |
|
|
2023
Q4 | $197K | Sell |
1,657
-62
| -4% | -$7.37K | 0.02% | 328 |
|
|
2023
Q3 | $198K | Buy |
1,719
+66
| +4% | +$7.6K | 0.02% | 312 |
|
|
2023
Q2 | $185K | Buy |
1,653
+257
| +18% | +$28.8K | 0.02% | 325 |
|
|
2023
Q1 | $160K | Buy |
+1,396
| New | +$160K | 0.02% | 336 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$11K | – | 1206 |
|
|
2022
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 804 |
|
|
2022
Q1 | $14K | Sell |
100
-6
| -6% | -$840 | ﹤0.01% | 814 |
|
|
2021
Q4 | $14K | Buy |
106
+6
| +6% | +$792 | ﹤0.01% | 820 |
|
|
2021
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 889 |
|
|
2021
Q2 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 928 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$9K | – | 967 |
|
|
2020
Q4 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 768 |
|