EWM
Empirical Wealth Management’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
72,087
+4,852
| +7% | +$706K | 0.24% | 86 |
|
|
2025
Q1 | $10.4M | Buy |
67,235
+64,241
| +2,146% | +$9.91M | 0.27% | 80 |
|
|
2024
Q4 | $420K | Buy |
2,994
+382
| +15% | +$53.6K | 0.01% | 422 |
|
|
2024
Q3 | $351K | Sell |
2,612
-120
| -4% | -$16.1K | 0.01% | 436 |
|
|
2024
Q2 | $324K | Buy |
2,732
+988
| +57% | +$117K | 0.01% | 440 |
|
|
2024
Q1 | $214K | Sell |
1,744
-60
| -3% | -$7.37K | 0.01% | 497 |
|
|
2023
Q4 | $215K | Buy |
+1,804
| New | +$215K | 0.01% | 460 |
|
|
2022
Q1 | – | Sell |
-1,971
| Closed | -$269K | – | 535 |
|
|
2021
Q4 | $269K | Buy |
+1,971
| New | +$269K | 0.01% | 438 |
|
|
2020
Q2 | – | Sell |
-4,209
| Closed | -$265K | – | 342 |
|
|
2020
Q1 | $265K | Buy |
+4,209
| New | +$265K | 0.03% | 258 |
|