Epic Trust Investment Advisors’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$247K Buy
2,082
+372
+22% +$44.1K 0.27% 95
2024
Q1
$210K Buy
+1,710
New +$210K 0.26% 105
2023
Q3
Sell
-1,849
Closed -$207K 103
2023
Q2
$207K Buy
+1,849
New +$207K 0.29% 99