Wealthspire Advisors (New York)’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
12,732
+177
| +1% | +$25.7K | 0.01% | 288 |
|
|
2025
Q1 | $1.94M | Sell |
12,555
-544
| -4% | -$83.9K | 0.01% | 280 |
|
|
2024
Q4 | $1.84M | Sell |
13,099
-814
| -6% | -$114K | 0.02% | 261 |
|
|
2024
Q3 | $1.87M | Buy |
13,913
+249
| +2% | +$33.4K | 0.02% | 270 |
|
|
2024
Q2 | $1.62M | Sell |
13,664
-227
| -2% | -$26.9K | 0.02% | 232 |
|
|
2024
Q1 | $1.71M | Sell |
13,891
-517
| -4% | -$63.5K | 0.02% | 227 |
|
|
2023
Q4 | $1.72M | Buy |
14,408
+317
| +2% | +$37.8K | 0.02% | 219 |
|
|
2023
Q3 | $1.63M | Buy |
14,091
+394
| +3% | +$45.4K | 0.03% | 196 |
|
|
2023
Q2 | $1.53M | Buy |
13,697
+112
| +0.8% | +$12.5K | 0.03% | 182 |
|
|
2023
Q1 | $1.56M | Sell |
13,585
-1,849
| -12% | -$212K | 0.03% | 181 |
|
|
2022
Q4 | $1.78M | Buy |
15,434
+1,073
| +7% | +$124K | 0.03% | 168 |
|
|
2022
Q3 | $1.61M | Buy |
14,361
+93
| +0.7% | +$10.4K | 0.03% | 167 |
|
|
2022
Q2 | $1.63M | Buy |
14,268
+10,431
| +272% | +$1.19M | 0.03% | 157 |
|
|
2022
Q1 | $524K | Sell |
3,837
-2,712
| -41% | -$370K | 0.01% | 266 |
|
|
2021
Q4 | $894K | Sell |
6,549
-295
| -4% | -$40.3K | 0.02% | 243 |
|
|
2021
Q3 | $770K | Buy |
6,844
+3,402
| +99% | +$383K | 0.02% | 284 |
|
|
2021
Q2 | $369K | Sell |
3,442
-8,857
| -72% | -$950K | 0.01% | 265 |
|
|
2021
Q1 | $1.21M | Buy |
12,299
+3,534
| +40% | +$347K | 0.03% | 231 |
|
|
2020
Q4 | $817K | Buy |
8,765
+3,870
| +79% | +$361K | 0.02% | 230 |
|
|
2020
Q3 | $390K | Buy |
4,895
+255
| +5% | +$20.3K | 0.02% | 201 |
|
|
2020
Q2 | $351K | Sell |
4,640
-4,327
| -48% | -$327K | 0.02% | 187 |
|
|
2020
Q1 | $564K | Buy |
+8,967
| New | +$564K | 0.02% | 273 |
|
|
2019
Q1 | – | Sell |
-657
| Closed | -$43K | – | 584 |
|
|
2018
Q4 | $43K | Buy |
+657
| New | +$43K | ﹤0.01% | 206 |
|