CWM
Cahaba Wealth Management’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
1,919
+48
| +3% | +$6.98K | 0.02% | 127 |
|
|
2025
Q1 | $289K | Hold |
1,871
| – | – | 0.02% | 116 |
|
|
2024
Q4 | $262K | Sell |
1,871
-22
| -1% | -$3.08K | 0.02% | 127 |
|
|
2024
Q3 | $254K | Buy |
1,893
+10
| +0.5% | +$1.34K | 0.02% | 127 |
|
|
2024
Q2 | $223K | Sell |
1,883
-171
| -8% | -$20.3K | 0.02% | 134 |
|
|
2024
Q1 | $252K | Buy |
2,054
+1
| +0% | +$123 | 0.02% | 129 |
|
|
2023
Q4 | $245K | Hold |
2,053
| – | – | 0.02% | 124 |
|
|
2023
Q3 | $237K | Sell |
2,053
-470
| -19% | -$54.2K | 0.03% | 126 |
|
|
2023
Q2 | $282K | Buy |
2,523
+21
| +0.8% | +$2.35K | 0.03% | 111 |
|
|
2023
Q1 | $287K | Sell |
2,502
-73
| -3% | -$8.36K | 0.03% | 110 |
|
|
2022
Q4 | $298K | Sell |
2,575
-98
| -4% | -$11.3K | 0.04% | 106 |
|
|
2022
Q3 | $300K | Sell |
2,673
-81
| -3% | -$9.09K | 0.04% | 104 |
|
|
2022
Q2 | $313K | Buy |
2,754
+5
| +0.2% | +$568 | 0.04% | 106 |
|
|
2022
Q1 | $348K | Buy |
2,749
+565
| +26% | +$71.5K | 0.05% | 101 |
|
|
2021
Q4 | $298K | Buy |
2,184
+81
| +4% | +$11.1K | 0.04% | 117 |
|
|
2021
Q3 | $236K | Buy |
+2,103
| New | +$236K | 0.03% | 121 |
|