Valeo Financial 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 | $566K | Buy |
3,890
+166
| +4% | +$24.1K | 0.01% | 420 |
|
|
2025
Q1 | $575K | Sell |
3,724
-203
| -5% | -$31.3K | 0.02% | 380 |
|
|
2024
Q4 | $551K | Buy |
3,927
+320
| +9% | +$44.9K | 0.02% | 386 |
|
|
2024
Q3 | $484K | Sell |
3,607
-25
| -0.7% | -$3.35K | 0.01% | 412 |
|
|
2024
Q2 | $431K | Buy |
3,632
+47
| +1% | +$5.57K | 0.01% | 430 |
|
|
2024
Q1 | $439K | Buy |
3,585
+266
| +8% | +$32.6K | 0.02% | 415 |
|
|
2023
Q4 | $395K | Buy |
3,319
+455
| +16% | +$54.2K | 0.02% | 418 |
|
|
2023
Q3 | $330K | Sell |
2,864
-139
| -5% | -$16K | 0.02% | 432 |
|
|
2023
Q2 | $336K | Buy |
3,003
+150
| +5% | +$16.8K | 0.02% | 408 |
|
|
2023
Q1 | $327K | Buy |
2,853
+494
| +21% | +$56.6K | 0.02% | 421 |
|
|
2022
Q4 | $273K | Buy |
+2,359
| New | +$273K | 0.02% | 414 |
|
|
2022
Q2 | – | Sell |
-1,714
| Closed | -$234K | – | 564 |
|
|
2022
Q1 | $234K | Buy |
+1,714
| New | +$234K | 0.01% | 480 |
|
|
2021
Q2 | – | Sell |
-989
| Closed | -$97K | – | 1327 |
|
|
2021
Q1 | $97K | Sell |
989
-73
| -7% | -$7.16K | ﹤0.01% | 616 |
|
|
2020
Q4 | $99K | Buy |
1,062
+3
| +0.3% | +$280 | 0.01% | 563 |
|
|
2020
Q3 | $84K | Sell |
1,059
-189
| -15% | -$15K | 0.01% | 499 |
|
|
2020
Q2 | $95K | Buy |
1,248
+142
| +13% | +$10.8K | 0.01% | 502 |
|
|
2020
Q1 | $74K | Buy |
1,106
+586
| +113% | +$39.2K | 0.01% | 481 |
|
|
2019
Q4 | $44K | Hold |
520
| – | – | ﹤0.01% | 691 |
|
|
2019
Q3 | $43K | Buy |
520
+339
| +187% | +$28K | ﹤0.01% | 644 |
|
|
2019
Q2 | $15K | Sell |
181
-416
| -70% | -$34.5K | ﹤0.01% | 919 |
|
|
2019
Q1 | $48K | Buy |
597
+3
| +0.5% | +$241 | 0.01% | 561 |
|
|
2018
Q4 | $39K | Sell |
594
-343
| -37% | -$22.5K | 0.01% | 552 |
|
|
2018
Q3 | $61K | Buy |
937
+349
| +59% | +$22.7K | 0.01% | 508 |
|
|
2018
Q2 | $42K | Sell |
588
-238
| -29% | -$17K | 0.01% | 569 |
|
|
2018
Q1 | $51K | Buy |
826
+325
| +65% | +$20.1K | 0.01% | 482 |
|
|
2017
Q4 | $34K | Buy |
501
+104
| +26% | +$7.06K | 0.01% | 552 |
|
|
2017
Q3 | $24K | Buy |
+397
| New | +$24K | 0.01% | 522 |
|