YHB Investment 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 | $3.97M | Sell |
27,327
-815
| -3% | -$119K | 0.31% | 83 |
|
|
2025
Q1 | $4.34M | Sell |
28,142
-1,805
| -6% | -$278K | 0.36% | 76 |
|
|
2024
Q4 | $4.2M | Sell |
29,947
-3,392
| -10% | -$476K | 0.35% | 74 |
|
|
2024
Q3 | $4.47M | Sell |
33,339
-3,674
| -10% | -$493K | 0.37% | 70 |
|
|
2024
Q2 | $4.39M | Sell |
37,013
-2,759
| -7% | -$327K | 0.38% | 66 |
|
|
2024
Q1 | $4.88M | Sell |
39,772
-1,832
| -4% | -$225K | 0.43% | 62 |
|
|
2023
Q4 | $4.96M | Sell |
41,604
-9,197
| -18% | -$1.1M | 0.48% | 56 |
|
|
2023
Q3 | $5.86M | Sell |
50,801
-1,861
| -4% | -$215K | 0.54% | 50 |
|
|
2023
Q2 | $5.89M | Sell |
52,662
-1,292
| -2% | -$145K | 0.55% | 50 |
|
|
2023
Q1 | $6.18M | Sell |
53,954
-651
| -1% | -$74.6K | 0.62% | 46 |
|
|
2022
Q4 | $6.31M | Sell |
54,605
-211
| -0.4% | -$24.4K | 0.67% | 43 |
|
|
2022
Q3 | $6.15M | Sell |
54,816
-2,146
| -4% | -$241K | 0.68% | 41 |
|
|
2022
Q2 | $6.49M | Sell |
56,962
-1,350
| -2% | -$154K | 0.68% | 40 |
|
|
2022
Q1 | $7.96M | Sell |
58,312
-893
| -2% | -$122K | 0.7% | 41 |
|
|
2021
Q4 | $8.08M | Sell |
59,205
-558
| -0.9% | -$76.2K | 0.64% | 44 |
|
|
2021
Q3 | $6.72M | Sell |
59,763
-460
| -0.8% | -$51.7K | 0.58% | 48 |
|
|
2021
Q2 | $6.46M | Sell |
60,223
-332
| -0.5% | -$35.6K | 0.55% | 50 |
|
|
2021
Q1 | $5.9M | Buy |
60,555
+366
| +0.6% | +$35.7K | 0.51% | 57 |
|
|
2020
Q4 | $5.61M | Sell |
60,189
-405
| -0.7% | -$37.7K | 0.53% | 54 |
|
|
2020
Q3 | $4.83M | Sell |
60,594
-5,033
| -8% | -$402K | 0.52% | 56 |
|
|
2020
Q2 | $4.97M | Buy |
65,627
+2,230
| +4% | +$169K | 0.72% | 44 |
|
|
2020
Q1 | $3.99M | Buy |
63,397
+1,925
| +3% | +$121K | 0.69% | 47 |
|
|
2019
Q4 | $5.23M | Sell |
61,472
-1,475
| -2% | -$125K | 0.75% | 47 |
|
|
2019
Q3 | $5.21M | Buy |
62,947
+3,612
| +6% | +$299K | 0.79% | 42 |
|
|
2019
Q2 | $4.88M | Sell |
59,335
-4,397
| -7% | -$362K | 0.78% | 42 |
|
|
2019
Q1 | $5.11M | Sell |
63,732
-1,210
| -2% | -$97K | 0.8% | 40 |
|
|
2018
Q4 | $4.23M | Buy |
64,942
+6,793
| +12% | +$443K | 0.76% | 44 |
|
|
2018
Q3 | $4.28M | Sell |
58,149
-1,290
| -2% | -$95K | 0.65% | 50 |
|
|
2018
Q2 | $4.06M | Sell |
59,439
-1,645
| -3% | -$112K | 0.66% | 52 |
|
|
2018
Q1 | $3.76M | Buy |
61,084
+415
| +0.7% | +$25.6K | 0.64% | 51 |
|
|
2017
Q4 | $4.13M | Buy |
60,669
+828
| +1% | +$56.4K | 0.7% | 44 |
|
|
2017
Q3 | $3.59M | Sell |
59,841
-9,204
| -13% | -$552K | 0.64% | 52 |
|
|
2017
Q2 | $3.93M | Buy |
69,045
+8,821
| +15% | +$502K | 0.67% | 44 |
|
|
2017
Q1 | $3.57M | Sell |
60,224
-1,200
| -2% | -$71.1K | 0.69% | 46 |
|
|
2016
Q4 | $3.74M | Sell |
61,424
-1,626
| -3% | -$99K | 0.78% | 42 |
|
|
2016
Q3 | $3.65M | Buy |
63,050
+230
| +0.4% | +$13.3K | 0.88% | 36 |
|
|
2016
Q2 | $3.74M | Buy |
62,820
+235
| +0.4% | +$14K | 0.82% | 42 |
|
|
2016
Q1 | $3.38M | Buy |
62,585
+2,868
| +5% | +$155K | 0.91% | 36 |
|
|
2015
Q4 | $3.16M | Buy |
59,717
+3,225
| +6% | +$171K | 0.72% | 46 |
|
|
2015
Q3 | $2.69M | Buy |
56,492
+1,885
| +3% | +$89.8K | 0.64% | 50 |
|
|
2015
Q2 | $2.56M | Buy |
54,607
+3,955
| +8% | +$185K | 0.56% | 63 |
|
|
2015
Q1 | $2.51M | Buy |
50,652
+1,790
| +4% | +$88.8K | 0.56% | 61 |
|
|
2014
Q4 | $2.26M | Buy |
48,862
+250
| +0.5% | +$11.5K | 0.52% | 66 |
|
|
2014
Q3 | $2.15M | Sell |
48,612
-190
| -0.4% | -$8.4K | 0.52% | 64 |
|
|
2014
Q2 | $2.03M | Sell |
48,802
-3,165
| -6% | -$132K | 0.49% | 68 |
|
|
2014
Q1 | $2.21M | Buy |
51,967
+3,030
| +6% | +$129K | 0.56% | 64 |
|
|
2013
Q4 | $2.23M | Buy |
48,937
+207
| +0.4% | +$9.42K | 0.6% | 59 |
|
|
2013
Q3 | $1.98M | Sell |
48,730
-415
| -0.8% | -$16.9K | 0.59% | 56 |
|
|
2013
Q2 | $1.79M | Buy |
+49,145
| New | +$1.79M | 0.56% | 58 |
|