Vertex Planning Partners’s Paychex PAYX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$214K	Hold	1,473	–	–	0.04%	179
2025 Q1	$227K	Sell	1,473 -28	-2%	-$4.32K	0.05%	172
2024 Q4	$210K	Buy	+1,501	New	+$210K	0.05%	179
2024 Q1	–	Sell	-1,710	Closed	-$204K	–	159
2023 Q4	$204K	Buy	+1,710	New	+$204K	0.06%	155