Zhang Financial’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Hold
1,666
0.01% 263
2025
Q1
$257K Sell
1,666
-43
-3% -$6.63K 0.01% 262
2024
Q4
$240K Buy
1,709
+46
+3% +$6.45K 0.01% 262
2024
Q3
$223K Sell
1,663
-27
-2% -$3.62K 0.01% 259
2024
Q2
$200K Sell
1,690
-983
-37% -$117K 0.01% 264
2024
Q1
$328K Hold
2,673
0.02% 216
2023
Q4
$318K Buy
2,673
+122
+5% +$14.5K 0.03% 212
2023
Q3
$294K Buy
2,551
+18
+0.7% +$2.08K 0.03% 203
2023
Q2
$283K Hold
2,533
0.03% 202
2023
Q1
$290K Hold
2,533
0.03% 191
2022
Q4
$293K Sell
2,533
-7
-0.3% -$809 0.04% 186
2022
Q3
$285K Buy
2,540
+42
+2% +$4.71K 0.04% 181
2022
Q2
$284K Sell
2,498
-1,516
-38% -$172K 0.05% 182
2022
Q1
$548K Buy
4,014
+2,007
+100% +$274K 0.09% 125
2021
Q4
$274K Buy
+2,007
New +$274K 0.05% 171