Valmark Advisers’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
10,074
-161
| -2% | -$23.4K | 0.02% | 274 |
|
|
2025
Q1 | $1.58M | Buy |
10,235
+86
| +0.8% | +$13.3K | 0.02% | 242 |
|
|
2024
Q4 | $1.42M | Buy |
10,149
+723
| +8% | +$101K | 0.02% | 258 |
|
|
2024
Q3 | $1.26M | Sell |
9,426
-125
| -1% | -$16.8K | 0.02% | 263 |
|
|
2024
Q2 | $1.13M | Buy |
9,551
+131
| +1% | +$15.5K | 0.02% | 257 |
|
|
2024
Q1 | $1.16M | Sell |
9,420
-27
| -0.3% | -$3.32K | 0.02% | 245 |
|
|
2023
Q4 | $1.13M | Sell |
9,447
-98
| -1% | -$11.7K | 0.02% | 233 |
|
|
2023
Q3 | $1.1M | Sell |
9,545
-177
| -2% | -$20.4K | 0.02% | 208 |
|
|
2023
Q2 | $1.09M | Sell |
9,722
-16
| -0.2% | -$1.79K | 0.02% | 216 |
|
|
2023
Q1 | $1.12M | Buy |
9,738
+1,281
| +15% | +$147K | 0.02% | 208 |
|
|
2022
Q4 | $977K | Sell |
8,457
-60
| -0.7% | -$6.93K | 0.02% | 215 |
|
|
2022
Q3 | $956K | Sell |
8,517
-38
| -0.4% | -$4.27K | 0.02% | 195 |
|
|
2022
Q2 | $974K | Sell |
8,555
-277
| -3% | -$31.5K | 0.02% | 193 |
|
|
2022
Q1 | $1.21M | Buy |
8,832
+242
| +3% | +$33K | 0.02% | 184 |
|
|
2021
Q4 | $1.17M | Sell |
8,590
-85
| -1% | -$11.6K | 0.02% | 178 |
|
|
2021
Q3 | $976K | Sell |
8,675
-975
| -10% | -$110K | 0.02% | 181 |
|
|
2021
Q2 | $1.04M | Buy |
9,650
+849
| +10% | +$91.1K | 0.02% | 183 |
|
|
2021
Q1 | $863K | Buy |
8,801
+540
| +7% | +$53K | 0.02% | 194 |
|
|
2020
Q4 | $770K | Buy |
+8,261
| New | +$770K | 0.02% | 199 |
|