United Asset Strategies’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
16,351
-307
| -2% | -$44.7K | 0.2% | 90 |
|
|
2025
Q1 | $2.57M | Sell |
16,658
-1,017
| -6% | -$157K | 0.24% | 83 |
|
|
2024
Q4 | $2.48M | Buy |
17,675
+576
| +3% | +$80.8K | 0.23% | 83 |
|
|
2024
Q3 | $2.29M | Buy |
17,099
+747
| +5% | +$100K | 0.21% | 91 |
|
|
2024
Q2 | $1.94M | Buy |
16,352
+115
| +0.7% | +$13.6K | 0.19% | 99 |
|
|
2024
Q1 | $1.99M | Buy |
16,237
+1,152
| +8% | +$141K | 0.2% | 96 |
|
|
2023
Q4 | $1.8M | Buy |
15,085
+1,316
| +10% | +$157K | 0.2% | 93 |
|
|
2023
Q3 | $1.59M | Buy |
13,769
+217
| +2% | +$25K | 0.21% | 104 |
|
|
2023
Q2 | $1.52M | Sell |
13,552
-1,931
| -12% | -$216K | 0.19% | 107 |
|
|
2023
Q1 | $1.77M | Sell |
15,483
-1,712
| -10% | -$196K | 0.23% | 91 |
|
|
2022
Q4 | $1.99M | Buy |
17,195
+2,168
| +14% | +$251K | 0.28% | 78 |
|
|
2022
Q3 | $1.69M | Buy |
15,027
+1,164
| +8% | +$131K | 0.26% | 85 |
|
|
2022
Q2 | $1.58M | Buy |
13,863
+722
| +5% | +$82.2K | 0.23% | 86 |
|
|
2022
Q1 | $1.79M | Buy |
13,141
+81
| +0.6% | +$11.1K | 0.23% | 85 |
|
|
2021
Q4 | $1.78M | Sell |
13,060
-339
| -3% | -$46.3K | 0.21% | 85 |
|
|
2021
Q3 | $1.51M | Sell |
13,399
-733
| -5% | -$82.4K | 0.19% | 92 |
|
|
2021
Q2 | $1.52M | Buy |
14,132
+56
| +0.4% | +$6.01K | 0.2% | 89 |
|
|
2021
Q1 | $1.38M | Sell |
14,076
-604
| -4% | -$59.2K | 0.2% | 89 |
|
|
2020
Q4 | $1.37M | Buy |
14,680
+707
| +5% | +$65.9K | 0.22% | 87 |
|
|
2020
Q3 | $1.12M | Sell |
13,973
-1,306
| -9% | -$104K | 0.21% | 89 |
|
|
2020
Q2 | $1.16M | Buy |
15,279
+452
| +3% | +$34.2K | 0.23% | 85 |
|
|
2020
Q1 | $933K | Sell |
14,827
-117
| -0.8% | -$7.36K | 0.23% | 86 |
|
|
2019
Q4 | $1.27M | Buy |
14,944
+372
| +3% | +$31.6K | 0.25% | 90 |
|
|
2019
Q3 | $1.21M | Buy |
14,572
+112
| +0.8% | +$9.27K | 0.26% | 90 |
|
|
2019
Q2 | $1.19M | Sell |
14,460
-63
| -0.4% | -$5.19K | 0.27% | 90 |
|
|
2019
Q1 | $1.17M | Sell |
14,523
-1,029
| -7% | -$82.5K | 0.27% | 93 |
|
|
2018
Q4 | $1.01M | Sell |
15,552
-1,756
| -10% | -$114K | 0.28% | 83 |
|
|
2018
Q3 | $1.28M | Sell |
17,308
-291
| -2% | -$21.4K | 0.3% | 79 |
|
|
2018
Q2 | $1.2M | Sell |
17,599
-1,885
| -10% | -$129K | 0.32% | 78 |
|
|
2018
Q1 | $1.2M | Sell |
19,484
-487
| -2% | -$30K | 0.35% | 73 |
|
|
2017
Q4 | $1.36M | Buy |
19,971
+31
| +0.2% | +$2.11K | 0.36% | 73 |
|
|
2017
Q3 | $1.2M | Sell |
19,940
-739
| -4% | -$44.3K | 0.68% | 40 |
|
|
2017
Q2 | $1.18M | Buy |
20,679
+1,038
| +5% | +$59.1K | 0.35% | 69 |
|
|
2017
Q1 | $1.16M | Sell |
19,641
-105
| -0.5% | -$6.19K | 0.35% | 70 |
|
|
2016
Q4 | $1.2M | Buy |
19,746
+1,261
| +7% | +$76.8K | 0.39% | 68 |
|
|
2016
Q3 | $1.07M | Buy |
18,485
+89
| +0.5% | +$5.15K | 0.37% | 67 |
|
|
2016
Q2 | $1.1M | Buy |
18,396
+2,682
| +17% | +$160K | 0.41% | 62 |
|
|
2016
Q1 | $849K | Sell |
15,714
-1,410
| -8% | -$76.2K | 0.38% | 63 |
|
|
2015
Q4 | $906K | Sell |
17,124
-381
| -2% | -$20.2K | 0.39% | 61 |
|
|
2015
Q3 | $834K | Buy |
17,505
+127
| +0.7% | +$6.05K | 0.38% | 64 |
|
|
2015
Q2 | $815K | Buy |
17,378
+1,604
| +10% | +$75.2K | 0.36% | 74 |
|
|
2015
Q1 | $763K | Sell |
15,774
-1,665
| -10% | -$80.5K | 0.35% | 71 |
|
|
2014
Q4 | $805K | Buy |
17,439
+460
| +3% | +$21.2K | 0.34% | 72 |
|
|
2014
Q3 | $750K | Buy |
16,979
+1,121
| +7% | +$49.5K | 0.34% | 75 |
|
|
2014
Q2 | $659K | Sell |
15,858
-124
| -0.8% | -$5.15K | 0.32% | 73 |
|
|
2014
Q1 | $681K | Buy |
15,982
+3,935
| +33% | +$168K | 0.39% | 63 |
|
|
2013
Q4 | $548K | Buy |
12,047
+2,113
| +21% | +$96.1K | 0.38% | 56 |
|
|
2013
Q3 | $404K | Sell |
9,934
-10,796
| -52% | -$439K | 0.26% | 70 |
|
|
2013
Q2 | $757K | Buy |
+20,730
| New | +$757K | 0.5% | 61 |
|