Evercore Wealth Management’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 | $1.31M | Sell |
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|
2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $1.27M | Hold |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.19M | Sell |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.19M | Sell |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $1.74M | Buy |
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|
2021
Q4 | $1.48M | Sell |
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|
2021
Q3 | $1.22M | Hold |
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|
2021
Q2 | $1.17M | Sell |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $791K | Sell |
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|
2020
Q2 | $758K | Hold |
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|
2020
Q1 | $629K | Sell |
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|
2019
Q4 | $858K | Sell |
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|
2019
Q3 | $837K | Sell |
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|
2019
Q2 | $835K | Sell |
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|
2019
Q1 | $822K | Buy |
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|
2018
Q4 | $602K | Buy |
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|
2018
Q3 | $678K | Buy |
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|
2018
Q2 | $626K | Hold |
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|
2018
Q1 | $565K | Sell |
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|
2017
Q4 | $872K | Sell |
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|
2017
Q3 | $784K | Sell |
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|
2017
Q2 | $749K | Sell |
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|
2017
Q1 | $830K | Sell |
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|
2016
Q4 | $917K | Buy |
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|
2016
Q3 | $594K | Sell |
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|
2016
Q2 | $620K | Buy |
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|
2016
Q1 | $554K | Sell |
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|
2015
Q4 | $729K | Buy |
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|
2015
Q3 | $645K | Sell |
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|
2015
Q2 | $720K | Buy |
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|
2015
Q1 | $678K | Sell |
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|
2014
Q4 | $667K | Sell |
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|
2014
Q3 | $804K | Buy |
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|
2014
Q2 | $703K | Buy |
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|
2014
Q1 | $634K | Sell |
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|
2013
Q4 | $788K | Buy |
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|
2013
Q3 | $453K | Buy |
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|
2013
Q2 | $403K | Buy |
|