VisionPoint Advisory Group’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $269K | Buy |
+1,852
| New | +$269K | 0.06% | 287 |
|
2025
Q1 | – | Sell |
-1,182
| Closed | -$164K | – | 279 |
|
2024
Q4 | $164K | Sell |
1,182
-37
| -3% | -$5.13K | 0.06% | 198 |
|
2024
Q3 | $164K | Buy |
1,219
+285
| +31% | +$38.2K | 0.06% | 192 |
|
2024
Q2 | $111K | Buy |
934
+195
| +26% | +$23.1K | 0.04% | 209 |
|
2024
Q1 | $90.7K | Buy |
739
+290
| +65% | +$35.6K | 0.03% | 213 |
|
2023
Q4 | $53.5K | Buy |
+449
| New | +$53.5K | 0.02% | 234 |
|
2023
Q3 | – | Sell |
-4
| Closed | -$447 | – | 793 |
|
2023
Q2 | $447 | Buy |
+4
| New | +$447 | ﹤0.01% | 544 |
|