EP Wealth 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 | $5.47M | Sell |
37,625
-640
| -2% | -$93.1K | 0.04% | 251 |
|
|
2025
Q1 | $5.9M | Buy |
38,265
+3,566
| +10% | +$550K | 0.05% | 202 |
|
|
2024
Q4 | $4.87M | Sell |
34,699
-1,665
| -5% | -$233K | 0.04% | 222 |
|
|
2024
Q3 | $4.88M | Buy |
36,364
+3,282
| +10% | +$440K | 0.04% | 224 |
|
|
2024
Q2 | $3.92M | Buy |
33,082
+790
| +2% | +$93.7K | 0.04% | 201 |
|
|
2024
Q1 | $3.97M | Buy |
32,292
+610
| +2% | +$74.9K | 0.05% | 192 |
|
|
2023
Q4 | $3.77M | Buy |
31,682
+2,513
| +9% | +$299K | 0.05% | 194 |
|
|
2023
Q3 | $3.36M | Buy |
29,169
+18,907
| +184% | +$2.18M | 0.05% | 187 |
|
|
2023
Q2 | $3.21M | Buy |
10,262
+1,820
| +22% | +$569K | 0.05% | 195 |
|
|
2023
Q1 | $419K | Sell |
8,442
-19,837
| -70% | -$985K | 0.01% | 428 |
|
|
2022
Q4 | $3.27M | Buy |
+28,279
| New | +$3.27M | 0.06% | 166 |
|
|
2021
Q1 | – | Sell |
-2,227
| Closed | -$208K | – | 513 |
|
|
2020
Q4 | $208K | Sell |
2,227
-333
| -13% | -$31.1K | 0.01% | 407 |
|
|
2020
Q3 | $204K | Sell |
2,560
-120
| -4% | -$9.56K | 0.01% | 342 |
|
|
2020
Q2 | $203K | Buy |
+2,680
| New | +$203K | 0.01% | 355 |
|
|
2020
Q1 | – | Sell |
-3,636
| Closed | -$309K | – | 413 |
|
|
2019
Q4 | $309K | Buy |
3,636
+694
| +24% | +$59K | 0.01% | 325 |
|
|
2019
Q3 | $244K | Hold |
2,942
| – | – | 0.01% | 311 |
|
|
2019
Q2 | $242K | Buy |
+2,942
| New | +$242K | 0.02% | 268 |
|