TRUE Private Wealth 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 | $264K | Sell |
1,818
-35
| -2% | -$5.09K | 0.03% | 218 |
|
|
2025
Q1 | $286K | Buy |
1,853
+35
| +2% | +$5.4K | 0.03% | 191 |
|
|
2024
Q4 | $255K | Sell |
1,818
-20
| -1% | -$2.8K | 0.03% | 197 |
|
|
2024
Q3 | $247K | Sell |
1,838
-3,562
| -66% | -$478K | 0.03% | 187 |
|
|
2024
Q2 | $640K | Sell |
5,400
-117
| -2% | -$13.9K | 0.07% | 133 |
|
|
2024
Q1 | $678K | Buy |
5,517
+288
| +6% | +$35.4K | 0.08% | 134 |
|
|
2023
Q4 | $623K | Buy |
5,229
+859
| +20% | +$102K | 0.08% | 134 |
|
|
2023
Q3 | $504K | Buy |
4,370
+401
| +10% | +$46.2K | 0.07% | 141 |
|
|
2023
Q2 | $444K | Buy |
3,969
+381
| +11% | +$42.6K | 0.07% | 141 |
|
|
2023
Q1 | $411K | Sell |
3,588
-17
| -0.5% | -$1.95K | 0.06% | 140 |
|
|
2022
Q4 | $417K | Buy |
3,605
+202
| +6% | +$23.3K | 0.06% | 129 |
|
|
2022
Q3 | $381K | Buy |
3,403
+59
| +2% | +$6.61K | 0.06% | 127 |
|
|
2022
Q2 | $380K | Sell |
3,344
-298
| -8% | -$33.9K | 0.06% | 142 |
|
|
2022
Q1 | $482K | Buy |
3,642
+175
| +5% | +$23.2K | 0.07% | 131 |
|
|
2021
Q4 | $473K | Sell |
3,467
-335
| -9% | -$45.7K | 0.07% | 153 |
|
|
2021
Q3 | $427K | Sell |
3,802
-105
| -3% | -$11.8K | 0.06% | 156 |
|
|
2021
Q2 | $419K | Sell |
3,907
-1,476
| -27% | -$158K | 0.06% | 148 |
|
|
2021
Q1 | $528K | Sell |
5,383
-776
| -13% | -$76.1K | 0.09% | 131 |
|
|
2020
Q4 | $573K | Sell |
6,159
-296
| -5% | -$27.5K | 0.1% | 114 |
|
|
2020
Q3 | $514K | Sell |
6,455
-88
| -1% | -$7.01K | 0.09% | 118 |
|
|
2020
Q2 | $495K | Buy |
6,543
+5,223
| +396% | +$395K | 0.09% | 118 |
|
|
2020
Q1 | $83K | Buy |
1,320
+2
| +0.2% | +$126 | 0.02% | 228 |
|
|
2019
Q4 | $112K | Buy |
+1,318
| New | +$112K | 0.02% | 276 |
|
|
2019
Q3 | – | Sell |
-1,313
| Closed | -$108K | – | 573 |
|
|
2019
Q2 | $108K | Buy |
+1,313
| New | +$108K | 0.02% | 250 |
|
|
2018
Q4 | – | Sell |
-1,857
| Closed | -$137K | – | 717 |
|
|
2018
Q3 | $137K | Buy |
+1,857
| New | +$137K | 0.02% | 309 |
|