Univest Financial’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
2,238
-798
| -26% | -$116K | 0.02% | 220 |
|
|
2025
Q1 | $468K | Sell |
3,036
-43
| -1% | -$6.63K | 0.03% | 203 |
|
|
2024
Q4 | $432K | Sell |
3,079
-220
| -7% | -$30.8K | 0.03% | 208 |
|
|
2024
Q3 | $443K | Buy |
+3,299
| New | +$443K | 0.03% | 203 |
|
|
2021
Q4 | – | Sell |
-3,378
| Closed | -$380K | – | 116 |
|
|
2021
Q3 | $380K | Sell |
3,378
-344
| -9% | -$38.7K | 0.11% | 75 |
|
|
2021
Q2 | $400K | Sell |
3,722
-294
| -7% | -$31.6K | 0.11% | 72 |
|
|
2021
Q1 | $394K | Sell |
4,016
-321
| -7% | -$31.5K | 0.11% | 73 |
|
|
2020
Q4 | $404K | Sell |
4,337
-772
| -15% | -$71.9K | 0.12% | 72 |
|
|
2020
Q3 | $408K | Sell |
5,109
-128
| -2% | -$10.2K | 0.13% | 70 |
|
|
2020
Q2 | $397K | Buy |
5,237
+299
| +6% | +$22.7K | 0.13% | 71 |
|
|
2020
Q1 | $311K | Sell |
4,938
-355
| -7% | -$22.4K | 0.12% | 87 |
|
|
2019
Q4 | $322K | Buy |
5,293
+2,055
| +63% | +$125K | 0.14% | 85 |
|
|
2019
Q3 | $268K | Sell |
3,238
-1,021
| -24% | -$84.5K | 0.09% | 99 |
|
|
2019
Q2 | $350K | Sell |
4,259
-102
| -2% | -$8.38K | 0.11% | 91 |
|
|
2019
Q1 | $350K | Sell |
4,361
-2,615
| -37% | -$210K | 0.11% | 93 |
|
|
2018
Q4 | $454K | Buy |
6,976
+1,035
| +17% | +$67.4K | 0.17% | 79 |
|
|
2018
Q3 | $438K | Sell |
5,941
-301
| -5% | -$22.2K | 0.13% | 78 |
|
|
2018
Q2 | $427K | Buy |
6,242
+725
| +13% | +$49.6K | 0.17% | 72 |
|
|
2018
Q1 | $340K | Sell |
5,517
-738
| -12% | -$45.5K | 0.15% | 76 |
|
|
2017
Q4 | $426K | Sell |
6,255
-376
| -6% | -$25.6K | 0.17% | 71 |
|
|
2017
Q3 | $398K | Buy |
6,631
+504
| +8% | +$30.3K | 0.17% | 74 |
|
|
2017
Q2 | $349K | Buy |
6,127
+543
| +10% | +$30.9K | 0.15% | 75 |
|
|
2017
Q1 | $329K | Buy |
5,584
+291
| +5% | +$17.1K | 0.14% | 77 |
|
|
2016
Q4 | $322K | Buy |
5,293
+437
| +9% | +$26.6K | 0.14% | 85 |
|
|
2016
Q3 | $281K | Buy |
4,856
+24
| +0.5% | +$1.39K | 0.13% | 79 |
|
|
2016
Q2 | $288K | Sell |
4,832
-1,204
| -20% | -$71.8K | 0.13% | 80 |
|
|
2016
Q1 | $326K | Sell |
6,036
-126
| -2% | -$6.81K | 0.15% | 77 |
|
|
2015
Q4 | $326K | Sell |
6,162
-263
| -4% | -$13.9K | 0.15% | 81 |
|
|
2015
Q3 | $306K | Buy |
6,425
+167
| +3% | +$7.95K | 0.15% | 75 |
|
|
2015
Q2 | $293K | Sell |
6,258
-2,410
| -28% | -$113K | 0.13% | 74 |
|
|
2015
Q1 | $430K | Sell |
8,668
-384
| -4% | -$19K | 0.19% | 67 |
|
|
2014
Q4 | $418K | Buy |
9,052
+284
| +3% | +$13.1K | 0.18% | 67 |
|
|
2014
Q3 | $388K | Buy |
8,768
+3,486
| +66% | +$154K | 0.18% | 67 |
|
|
2014
Q2 | $220K | Buy |
+5,282
| New | +$220K | 0.1% | 77 |
|