U.S. Capital 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 | $11.6M | Buy |
79,954
+3,043
| +4% | +$443K | 0.34% | 67 |
|
|
2025
Q1 | $11.9M | Buy |
76,911
+2,127
| +3% | +$328K | 0.36% | 62 |
|
|
2024
Q4 | $10.5M | Sell |
74,784
-64
| -0.1% | -$8.97K | 0.32% | 64 |
|
|
2024
Q3 | $10M | Sell |
74,848
-2,851
| -4% | -$383K | 0.35% | 67 |
|
|
2024
Q2 | $9.21M | Buy |
77,699
+4,060
| +6% | +$481K | 0.35% | 65 |
|
|
2024
Q1 | $9.04M | Buy |
73,639
+2,594
| +4% | +$319K | 0.35% | 64 |
|
|
2023
Q4 | $8.46M | Buy |
71,045
+1,504
| +2% | +$179K | 0.34% | 69 |
|
|
2023
Q3 | $8.02M | Sell |
69,541
-3,547
| -5% | -$409K | 0.36% | 59 |
|
|
2023
Q2 | $8.18M | Buy |
73,088
+5,143
| +8% | +$575K | 0.39% | 59 |
|
|
2023
Q1 | $7.79M | Buy |
67,945
+5,626
| +9% | +$645K | 0.36% | 63 |
|
|
2022
Q4 | $7.2M | Buy |
62,319
+3,949
| +7% | +$456K | 0.33% | 63 |
|
|
2022
Q3 | $6.55M | Buy |
58,370
+1,685
| +3% | +$189K | 0.33% | 66 |
|
|
2022
Q2 | $6.46M | Buy |
56,685
+3,718
| +7% | +$423K | 0.28% | 73 |
|
|
2022
Q1 | $7.23M | Buy |
52,967
+6,742
| +15% | +$920K | 0.26% | 81 |
|
|
2021
Q4 | $6.31M | Sell |
46,225
-1,901
| -4% | -$259K | 0.25% | 90 |
|
|
2021
Q3 | $5.41M | Buy |
+48,126
| New | +$5.41M | 0.23% | 106 |
|