Trueblood 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 | $398K | Sell |
2,739
-14
| -0.5% | -$2.04K | 0.17% | 171 |
|
|
2025
Q1 | $425K | Sell |
2,753
-32
| -1% | -$4.94K | 0.2% | 145 |
|
|
2024
Q4 | $391K | Hold |
2,785
| – | – | 0.19% | 157 |
|
|
2024
Q3 | $374K | Hold |
2,785
| – | – | 0.19% | 156 |
|
|
2024
Q2 | $330K | Buy |
2,785
+19
| +0.7% | +$2.25K | 0.19% | 151 |
|
|
2024
Q1 | $340K | Sell |
2,766
-105
| -4% | -$12.9K | 0.19% | 144 |
|
|
2023
Q4 | $342K | Buy |
+2,871
| New | +$342K | 0.21% | 133 |
|