Trek Financial’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
1,535
-138
| -8% | -$20.1K | 0.02% | 385 |
|
|
2025
Q1 | $258K | Sell |
1,673
-122
| -7% | -$18.8K | 0.02% | 334 |
|
|
2024
Q4 | $252K | Sell |
1,795
-270
| -13% | -$37.9K | 0.02% | 360 |
|
|
2024
Q3 | $277K | Sell |
2,065
-1,271
| -38% | -$171K | 0.02% | 323 |
|
|
2024
Q2 | $396K | Buy |
3,336
+810
| +32% | +$96K | 0.03% | 260 |
|
|
2024
Q1 | $310K | Buy |
+2,526
| New | +$310K | 0.02% | 300 |
|
|
2023
Q2 | – | Sell |
-13,926
| Closed | -$1.6M | – | 299 |
|
|
2023
Q1 | $1.6M | Buy |
13,926
+5,490
| +65% | +$629K | 0.15% | 94 |
|
|
2022
Q4 | $975K | Buy |
8,436
+853
| +11% | +$98.6K | 0.1% | 110 |
|
|
2022
Q3 | $851K | Sell |
7,583
-5,881
| -44% | -$660K | 0.09% | 102 |
|
|
2022
Q2 | $1.53M | Buy |
+13,464
| New | +$1.53M | 0.16% | 78 |
|