EP Wealth Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.47M | Sell |
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|
2025
Q1 | $5.9M | Buy |
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|
2024
Q4 | $4.87M | Sell |
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|
2024
Q3 | $4.88M | Buy |
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|
2024
Q2 | $3.92M | Buy |
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|
2024
Q1 | $3.97M | Buy |
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|
2023
Q4 | $3.77M | Buy |
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|
2023
Q3 | $3.36M | Buy |
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|
2023
Q2 | $3.21M | Buy |
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|
2023
Q1 | $419K | Sell |
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|
2022
Q4 | $3.27M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $208K | Sell |
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|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $309K | Buy |
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|
2019
Q3 | $244K | Hold |
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|
2019
Q2 | $242K | Buy |
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