Waverly 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 | $1.48M | Sell |
10,175
-216
| -2% | -$31.4K | 0.02% | 546 |
|
|
2025
Q1 | $1.6M | Buy |
10,391
+1,574
| +18% | +$243K | 0.02% | 521 |
|
|
2024
Q4 | $1.24M | Buy |
8,817
+1,159
| +15% | +$163K | 0.02% | 478 |
|
|
2024
Q3 | $1.03M | Buy |
7,658
+1
| +0% | +$134 | 0.02% | 440 |
|
|
2024
Q2 | $908K | Buy |
7,657
+807
| +12% | +$95.7K | 0.02% | 450 |
|
|
2024
Q1 | $841K | Buy |
6,850
+251
| +4% | +$30.8K | 0.02% | 395 |
|
|
2023
Q4 | $786K | Sell |
6,599
-620
| -9% | -$73.8K | 0.03% | 244 |
|
|
2023
Q3 | $833K | Buy |
+7,219
| New | +$833K | 0.04% | 215 |
|
|
2018
Q1 | – | Sell |
-1,445
| Closed | -$98K | – | 318 |
|
|
2017
Q4 | $98K | Buy |
+1,445
| New | +$98K | 0.01% | 238 |
|
|
2015
Q4 | – | Sell |
-236
| Closed | -$11K | – | 313 |
|
|
2015
Q3 | $11K | Hold |
236
| – | – | 0.01% | 338 |
|
|
2015
Q2 | $11K | Buy |
236
+1
| +0.4% | +$47 | 0.01% | 267 |
|
|
2015
Q1 | $12K | Buy |
235
+2
| +0.9% | +$102 | 0.01% | 241 |
|
|
2014
Q4 | $11K | Sell |
233
-9,368
| -98% | -$442K | 0.01% | 298 |
|
|
2014
Q3 | $424K | Buy |
9,601
+231
| +2% | +$10.2K | 0.23% | 55 |
|
|
2014
Q2 | $389K | Hold |
9,370
| – | – | 0.16% | 71 |
|
|
2014
Q1 | $399K | Sell |
9,370
-2,000
| -18% | -$85.2K | 0.18% | 66 |
|
|
2013
Q4 | $518K | Buy |
11,370
+9,370
| +469% | +$427K | 0.18% | 59 |
|
|
2013
Q3 | $81K | Buy |
+2,000
| New | +$81K | 0.04% | 179 |
|