Wharton Business 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 | $540K | Hold |
3,715
| – | – | 0.02% | 96 |
|
|
2025
Q1 | $573K | Hold |
3,715
| – | – | 0.03% | 94 |
|
|
2024
Q4 | $521K | Hold |
3,715
| – | – | 0.02% | 93 |
|
|
2024
Q3 | $499K | Hold |
3,715
| – | – | 0.02% | 102 |
|
|
2024
Q2 | $440K | Sell |
3,715
-59
| -2% | -$6.99K | 0.02% | 100 |
|
|
2024
Q1 | $463K | Hold |
3,774
| – | – | 0.02% | 99 |
|
|
2023
Q4 | $450K | Hold |
3,774
| – | – | 0.02% | 98 |
|
|
2023
Q3 | $435K | Hold |
3,774
| – | – | 0.02% | 99 |
|
|
2023
Q2 | $422K | Hold |
3,774
| – | – | 0.03% | 95 |
|
|
2023
Q1 | $432K | Hold |
3,774
| – | – | 0.03% | 98 |
|
|
2022
Q4 | $436K | Hold |
3,774
| – | – | 0.03% | 99 |
|
|
2022
Q3 | $423K | Hold |
3,774
| – | – | 0.03% | 89 |
|
|
2022
Q2 | $430K | Hold |
3,774
| – | – | 0.03% | 90 |
|
|
2022
Q1 | $515K | Hold |
3,774
| – | – | 0.03% | 85 |
|
|
2021
Q4 | $515K | Buy |
+3,774
| New | +$515K | 0.03% | 93 |
|
|
2021
Q3 | – | Sell |
-3,774
| Closed | -$405K | – | 113 |
|
|
2021
Q2 | $405K | Hold |
3,774
| – | – | 0.03% | 87 |
|
|
2021
Q1 | $370K | Buy |
3,774
+59
| +2% | +$5.78K | 0.03% | 96 |
|
|
2020
Q4 | $346K | Hold |
3,715
| – | – | 0.03% | 92 |
|
|
2020
Q3 | $296K | Hold |
3,715
| – | – | 0.03% | 92 |
|
|
2020
Q2 | $281K | Sell |
3,715
-805
| -18% | -$60.9K | 0.03% | 93 |
|
|
2020
Q1 | $284K | Hold |
4,520
| – | – | 0.03% | 78 |
|
|
2019
Q4 | $384K | Buy |
+4,520
| New | +$384K | 0.04% | 81 |
|
|
2016
Q2 | – | Sell |
-5,155
| Closed | -$278K | – | 126 |
|
|
2016
Q1 | $278K | Sell |
5,155
-2,510
| -33% | -$135K | 0.03% | 110 |
|
|
2015
Q4 | $405K | Sell |
7,665
-1,825
| -19% | -$96.4K | 0.04% | 102 |
|
|
2015
Q3 | $452K | Sell |
9,490
-257,675
| -96% | -$12.3M | 0.04% | 100 |
|
|
2015
Q2 | $12.5K | Buy |
267,165
+191,830
| +255% | +$8.99K | 0.83% | 33 |
|
|
2015
Q1 | $3.74M | Buy |
+75,335
| New | +$3.74M | 0.31% | 60 |
|
|
2014
Q3 | – | Sell |
-51,025
| Closed | -$2.12M | – | 145 |
|
|
2014
Q2 | $2.12M | Buy |
+51,025
| New | +$2.12M | 0.23% | 76 |
|