EPG Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
10,087
-521
| -5% | -$75.8K | 0.44% | 63 |
|
|
2025
Q1 | $1.64M | Buy |
10,608
+762
| +8% | +$118K | 0.46% | 58 |
|
|
2024
Q4 | $1.38M | Sell |
9,846
-64
| -0.6% | -$8.97K | 0.36% | 77 |
|
|
2024
Q3 | $1.33M | Buy |
+9,910
| New | +$1.33M | 0.34% | 84 |
|
|
2024
Q2 | – | Sell |
-10,533
| Closed | -$1.29M | – | 90 |
|
|
2024
Q1 | $1.29M | Buy |
10,533
+19
| +0.2% | +$2.33K | 0.32% | 87 |
|
|
2023
Q4 | $1.28M | Buy |
10,514
+623
| +6% | +$75.6K | 0.34% | 82 |
|
|
2023
Q3 | $1.14M | Sell |
9,891
-849
| -8% | -$97.9K | 0.34% | 75 |
|
|
2023
Q2 | $1.2M | Buy |
10,740
+497
| +5% | +$55.6K | 0.36% | 72 |
|
|
2023
Q1 | $1.17M | Buy |
10,243
+4,735
| +86% | +$543K | 0.37% | 72 |
|
|
2022
Q4 | $637K | Buy |
5,508
+272
| +5% | +$31.4K | 0.24% | 95 |
|
|
2022
Q3 | $588K | Buy |
5,236
+1,084
| +26% | +$122K | 0.24% | 93 |
|
|
2022
Q2 | $473K | Buy |
+4,152
| New | +$473K | 0.2% | 107 |
|
|
2022
Q1 | – | Sell |
-3,870
| Closed | -$528K | – | 428 |
|
|
2021
Q4 | $528K | Buy |
3,870
+209
| +6% | +$28.5K | 0.19% | 112 |
|
|
2021
Q3 | $412K | Buy |
3,661
+208
| +6% | +$23.4K | 0.17% | 126 |
|
|
2021
Q2 | $370K | Buy |
3,453
+629
| +22% | +$67.4K | 0.16% | 136 |
|
|
2021
Q1 | $277K | Buy |
2,824
+378
| +15% | +$37.1K | 0.13% | 145 |
|
|
2020
Q4 | $228K | Buy |
+2,446
| New | +$228K | 0.14% | 135 |
|
|
2020
Q2 | – | Sell |
-1,280
| Closed | -$81K | – | 583 |
|
|
2020
Q1 | $81K | Buy |
1,280
+378
| +42% | +$23.9K | 0.06% | 207 |
|
|
2019
Q4 | $77K | Buy |
+902
| New | +$77K | 0.06% | 176 |
|