Transamerica Financial Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $912K | Sell |
6,267
-268
| -4% | -$39K | 0.09% | 164 |
|
|
2025
Q1 | $1.01M | Sell |
6,535
-593
| -8% | -$91.6K | 0.1% | 152 |
|
|
2024
Q4 | $1M | Sell |
7,128
-264
| -4% | -$37K | 0.1% | 147 |
|
|
2024
Q3 | $992K | Buy |
7,392
+556
| +8% | +$74.6K | 0.1% | 155 |
|
|
2024
Q2 | $811K | Hold |
6,836
| – | – | 0.09% | 152 |
|
|
2024
Q1 | $840K | Buy |
6,836
+1,318
| +24% | +$162K | 0.09% | 168 |
|
|
2023
Q4 | $658K | Sell |
5,518
-3,764
| -41% | -$449K | 0.09% | 148 |
|
|
2023
Q3 | $1.07M | Sell |
9,282
-773
| -8% | -$89.2K | 0.14% | 118 |
|
|
2023
Q2 | $1.13M | Sell |
10,055
-88
| -0.9% | -$9.85K | 0.15% | 122 |
|
|
2023
Q1 | $1.16M | Buy |
10,143
+10,134
| +112,600% | +$1.16M | 0.15% | 107 |
|
|
2022
Q4 | $1K | Buy |
9
+4
| +80% | +$444 | ﹤0.01% | 591 |
|
|
2022
Q3 | $1K | Sell |
5
-1
| -17% | -$200 | ﹤0.01% | 557 |
|
|
2022
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 568 |
|
|
2021
Q3 | – | Sell |
-8
| Closed | -$1K | – | 180 |
|
|
2021
Q2 | $1K | Hold |
8
| – | – | 0.02% | 164 |
|
|
2021
Q1 | $1K | Hold |
8
| – | – | 0.02% | 169 |
|
|
2020
Q4 | $1K | Sell |
8
-5
| -38% | -$625 | 0.02% | 161 |
|
|
2020
Q3 | $2K | Sell |
13
-2,603
| -100% | -$400K | 0.04% | 114 |
|
|
2020
Q2 | $199K | Buy |
+2,616
| New | +$199K | 0.04% | 166 |
|
|
2019
Q3 | – | Sell |
-3,567
| Closed | -$294K | – | 399 |
|
|
2019
Q2 | $294K | Buy |
+3,567
| New | +$294K | 0.06% | 144 |
|
|
2019
Q1 | – | Sell |
-3,712
| Closed | -$242K | – | 353 |
|
|
2018
Q4 | $242K | Sell |
3,712
-986
| -21% | -$64.3K | 0.06% | 148 |
|
|
2018
Q3 | $346K | Sell |
4,698
-90
| -2% | -$6.63K | 0.07% | 152 |
|
|
2018
Q2 | $328K | Sell |
4,788
-58,573
| -92% | -$4.01M | 0.07% | 150 |
|
|
2018
Q1 | $3.9M | Sell |
63,361
-7,789
| -11% | -$480K | 0.58% | 62 |
|
|
2017
Q4 | $4.84M | Sell |
71,150
-1,072
| -1% | -$73K | 0.64% | 52 |
|
|
2017
Q3 | $4.33M | Sell |
72,222
-1,815
| -2% | -$109K | 0.54% | 65 |
|
|
2017
Q2 | $4.22M | Sell |
74,037
-19,736
| -21% | -$1.12M | 0.57% | 58 |
|
|
2017
Q1 | $5.52M | Sell |
93,773
-185
| -0.2% | -$10.9K | 0.66% | 45 |
|
|
2016
Q4 | $5.72M | Buy |
93,958
+1,336
| +1% | +$81.3K | 0.68% | 45 |
|
|
2016
Q3 | $5.36M | Buy |
92,622
+8,284
| +10% | +$479K | 0.58% | 53 |
|
|
2016
Q2 | $5.02M | Sell |
84,338
-379
| -0.4% | -$22.6K | 0.51% | 55 |
|
|
2016
Q1 | $4.58M | Buy |
84,717
+8,687
| +11% | +$469K | 0.39% | 63 |
|
|
2015
Q4 | $4.02M | Buy |
76,030
+4,406
| +6% | +$233K | 0.3% | 71 |
|
|
2015
Q3 | $3.41M | Buy |
71,624
+2,048
| +3% | +$97.6K | 0.27% | 75 |
|
|
2015
Q2 | $3.26M | Buy |
69,576
+6,045
| +10% | +$283K | 0.23% | 87 |
|
|
2015
Q1 | $3.15M | Buy |
63,531
+62,568
| +6,497% | +$3.11M | 0.22% | 89 |
|
|
2014
Q4 | $45K | Buy |
963
+8
| +0.8% | +$374 | ﹤0.01% | 370 |
|
|
2014
Q3 | $43K | Hold |
955
| – | – | ﹤0.01% | 356 |
|
|
2014
Q2 | $40K | Buy |
955
+952
| +31,733% | +$39.9K | ﹤0.01% | 389 |
|
|
2014
Q1 | $1K | Sell |
3
-1,680
| -100% | -$560K | ﹤0.01% | 607 |
|
|
2013
Q4 | $77K | Buy |
1,683
+211
| +14% | +$9.65K | 0.01% | 298 |
|
|
2013
Q3 | $60K | Sell |
1,472
-10,079
| -87% | -$411K | 0.01% | 305 |
|
|
2013
Q2 | $422K | Buy |
+11,551
| New | +$422K | 0.07% | 127 |
|