Wambolt & Associates’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
2,103
-193
| -8% | -$28.5K | 0.1% | 143 |
|
|
2025
Q1 | $355K | Sell |
2,296
-135
| -6% | -$20.9K | 0.12% | 133 |
|
|
2024
Q4 | $341K | Sell |
2,431
-606
| -20% | -$85K | 0.11% | 142 |
|
|
2024
Q3 | $428K | Sell |
3,037
-333
| -10% | -$46.9K | 0.12% | 132 |
|
|
2024
Q2 | $394K | Sell |
3,370
-509
| -13% | -$59.6K | 0.11% | 143 |
|
|
2024
Q1 | $472K | Sell |
3,879
-2,078
| -35% | -$253K | 0.14% | 144 |
|
|
2023
Q4 | $710K | Sell |
5,957
-1,796
| -23% | -$214K | 0.23% | 128 |
|
|
2023
Q3 | $882K | Sell |
7,753
-360
| -4% | -$41K | 0.32% | 109 |
|
|
2023
Q2 | $908K | Sell |
8,113
-373
| -4% | -$41.7K | 0.32% | 107 |
|
|
2023
Q1 | $945K | Sell |
8,486
-84
| -1% | -$9.35K | 0.34% | 106 |
|
|
2022
Q4 | $990K | Sell |
8,570
-117
| -1% | -$13.5K | 0.38% | 100 |
|
|
2022
Q3 | $975K | Sell |
8,687
-163
| -2% | -$18.3K | 0.41% | 92 |
|
|
2022
Q2 | $1.01M | Sell |
8,850
-42
| -0.5% | -$4.78K | 0.41% | 90 |
|
|
2022
Q1 | $1.24M | Sell |
8,892
-92
| -1% | -$12.8K | 0.45% | 86 |
|
|
2021
Q4 | $1.23M | Sell |
8,984
-328
| -4% | -$44.8K | 0.44% | 81 |
|
|
2021
Q3 | $1.07M | Sell |
9,312
-54
| -0.6% | -$6.22K | 0.43% | 85 |
|
|
2021
Q2 | $1.02M | Sell |
9,366
-4
| -0% | -$434 | 0.43% | 84 |
|
|
2021
Q1 | $925K | Buy |
9,370
+55
| +0.6% | +$5.43K | 0.48% | 78 |
|
|
2020
Q4 | $868K | Buy |
9,315
+618
| +7% | +$57.6K | 0.52% | 73 |
|
|
2020
Q3 | $694K | Sell |
8,697
-704
| -7% | -$56.2K | 0.52% | 67 |
|
|
2020
Q2 | $712K | Buy |
9,401
+389
| +4% | +$29.5K | 0.56% | 61 |
|
|
2020
Q1 | $567K | Buy |
9,012
+365
| +4% | +$23K | 0.59% | 59 |
|
|
2019
Q4 | $736K | Buy |
8,647
+2,044
| +31% | +$174K | 0.56% | 59 |
|
|
2019
Q3 | $547K | Sell |
6,603
-67
| -1% | -$5.55K | 0.45% | 71 |
|
|
2019
Q2 | $549K | Buy |
6,670
+567
| +9% | +$46.7K | 0.46% | 67 |
|
|
2019
Q1 | $493K | Sell |
6,103
-125
| -2% | -$10.1K | 0.45% | 72 |
|
|
2018
Q4 | $406K | Buy |
+6,228
| New | +$406K | 0.45% | 72 |
|