Wealthspire Advisors (New York)’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.58M | Sell |
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|
2025
Q2 | $1.85M | Buy |
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|
2025
Q1 | $1.94M | Sell |
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|
2024
Q4 | $1.84M | Sell |
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|
2024
Q3 | $1.87M | Buy |
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|
2024
Q2 | $1.62M | Sell |
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|
2024
Q1 | $1.71M | Sell |
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|
2023
Q4 | $1.72M | Buy |
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|
2023
Q3 | $1.63M | Buy |
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|
2023
Q2 | $1.53M | Buy |
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|
2023
Q1 | $1.56M | Sell |
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|
2022
Q4 | $1.78M | Buy |
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|
2022
Q3 | $1.61M | Buy |
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|
2022
Q2 | $1.63M | Buy |
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|
2022
Q1 | $524K | Sell |
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|
2021
Q4 | $894K | Sell |
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|
2021
Q3 | $770K | Buy |
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|
2021
Q2 | $369K | Sell |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $817K | Buy |
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|
2020
Q3 | $390K | Buy |
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|
2020
Q2 | $351K | Sell |
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|
2020
Q1 | $564K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $43K | Buy |
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