TRUE Private Wealth Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $230K | Hold |
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|
2025
Q2 | $264K | Sell |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | $255K | Sell |
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|
2024
Q3 | $247K | Sell |
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|
2024
Q2 | $640K | Sell |
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|
2024
Q1 | $678K | Buy |
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|
2023
Q4 | $623K | Buy |
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|
2023
Q3 | $504K | Buy |
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|
2023
Q2 | $444K | Buy |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $417K | Buy |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q2 | $380K | Sell |
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|
2022
Q1 | $482K | Buy |
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|
2021
Q4 | $473K | Sell |
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|
2021
Q3 | $427K | Sell |
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|
2021
Q2 | $419K | Sell |
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|
2021
Q1 | $528K | Sell |
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|
2020
Q4 | $573K | Sell |
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|
2020
Q3 | $514K | Sell |
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|
2020
Q2 | $495K | Buy |
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|
2020
Q1 | $83K | Buy |
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|
2019
Q4 | $112K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $108K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $137K | Buy |
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