EWM
Evercore Wealth Management’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
9,008
-50
| -0.6% | -$7.27K | 0.02% | 189 |
|
|
2025
Q1 | $1.4M | Sell |
9,058
-20
| -0.2% | -$3.09K | 0.02% | 188 |
|
|
2024
Q4 | $1.27M | Hold |
9,078
| – | – | 0.02% | 200 |
|
|
2024
Q3 | $1.22M | Sell |
9,078
-93
| -1% | -$12.5K | 0.02% | 206 |
|
|
2024
Q2 | $1.09M | Sell |
9,171
-68
| -0.7% | -$8.06K | 0.02% | 212 |
|
|
2024
Q1 | $1.13M | Sell |
9,239
-747
| -7% | -$91.7K | 0.02% | 211 |
|
|
2023
Q4 | $1.19M | Sell |
9,986
-219
| -2% | -$26.1K | 0.02% | 208 |
|
|
2023
Q3 | $1.18M | Buy |
10,205
+45
| +0.4% | +$5.19K | 0.02% | 200 |
|
|
2023
Q2 | $1.14M | Sell |
10,160
-225
| -2% | -$25.2K | 0.02% | 205 |
|
|
2023
Q1 | $1.19M | Sell |
10,385
-75
| -0.7% | -$8.59K | 0.02% | 196 |
|
|
2022
Q4 | $1.21M | Sell |
10,460
-134
| -1% | -$15.5K | 0.03% | 191 |
|
|
2022
Q3 | $1.19M | Sell |
10,594
-1,806
| -15% | -$203K | 0.03% | 182 |
|
|
2022
Q2 | $1.41M | Sell |
12,400
-328
| -3% | -$37.4K | 0.03% | 177 |
|
|
2022
Q1 | $1.74M | Buy |
12,728
+1,898
| +18% | +$259K | 0.03% | 174 |
|
|
2021
Q4 | $1.48M | Sell |
10,830
-50
| -0.5% | -$6.82K | 0.02% | 186 |
|
|
2021
Q3 | $1.22M | Hold |
10,880
| – | – | 0.02% | 202 |
|
|
2021
Q2 | $1.17M | Sell |
10,880
-42
| -0.4% | -$4.51K | 0.02% | 210 |
|
|
2021
Q1 | $1.07M | Buy |
10,922
+82
| +0.8% | +$8.03K | 0.02% | 214 |
|
|
2020
Q4 | $1.01M | Buy |
10,840
+930
| +9% | +$86.7K | 0.02% | 216 |
|
|
2020
Q3 | $791K | Sell |
9,910
-97
| -1% | -$7.74K | 0.02% | 222 |
|
|
2020
Q2 | $758K | Hold |
10,007
| – | – | 0.02% | 223 |
|
|
2020
Q1 | $629K | Sell |
10,007
-76
| -0.8% | -$4.78K | 0.02% | 217 |
|
|
2019
Q4 | $858K | Sell |
10,083
-29
| -0.3% | -$2.47K | 0.02% | 221 |
|
|
2019
Q3 | $837K | Sell |
10,112
-31
| -0.3% | -$2.57K | 0.02% | 227 |
|
|
2019
Q2 | $835K | Sell |
10,143
-104
| -1% | -$8.56K | 0.03% | 225 |
|
|
2019
Q1 | $822K | Buy |
10,247
+1,009
| +11% | +$80.9K | 0.03% | 219 |
|
|
2018
Q4 | $602K | Buy |
9,238
+38
| +0.4% | +$2.48K | 0.02% | 236 |
|
|
2018
Q3 | $678K | Buy |
9,200
+38
| +0.4% | +$2.8K | 0.02% | 244 |
|
|
2018
Q2 | $626K | Hold |
9,162
| – | – | 0.02% | 247 |
|
|
2018
Q1 | $565K | Sell |
9,162
-3,650
| -28% | -$225K | 0.02% | 231 |
|
|
2017
Q4 | $872K | Sell |
12,812
-250
| -2% | -$17K | 0.03% | 200 |
|
|
2017
Q3 | $784K | Sell |
13,062
-97
| -0.7% | -$5.82K | 0.03% | 201 |
|
|
2017
Q2 | $749K | Sell |
13,159
-945
| -7% | -$53.8K | 0.03% | 206 |
|
|
2017
Q1 | $830K | Sell |
14,104
-958
| -6% | -$56.4K | 0.03% | 202 |
|
|
2016
Q4 | $917K | Buy |
15,062
+4,791
| +47% | +$292K | 0.04% | 184 |
|
|
2016
Q3 | $594K | Sell |
10,271
-158
| -2% | -$9.14K | 0.02% | 229 |
|
|
2016
Q2 | $620K | Buy |
10,429
+181
| +2% | +$10.8K | 0.03% | 222 |
|
|
2016
Q1 | $554K | Sell |
10,248
-3,521
| -26% | -$190K | 0.02% | 225 |
|
|
2015
Q4 | $729K | Buy |
13,769
+243
| +2% | +$12.9K | 0.03% | 214 |
|
|
2015
Q3 | $645K | Sell |
13,526
-1,810
| -12% | -$86.3K | 0.03% | 227 |
|
|
2015
Q2 | $720K | Buy |
15,336
+1,685
| +12% | +$79.1K | 0.03% | 232 |
|
|
2015
Q1 | $678K | Sell |
13,651
-764
| -5% | -$37.9K | 0.03% | 234 |
|
|
2014
Q4 | $667K | Sell |
14,415
-3,749
| -21% | -$173K | 0.03% | 208 |
|
|
2014
Q3 | $804K | Buy |
18,164
+1,210
| +7% | +$53.6K | 0.04% | 202 |
|
|
2014
Q2 | $703K | Buy |
16,954
+2,113
| +14% | +$87.6K | 0.04% | 228 |
|
|
2014
Q1 | $634K | Sell |
14,841
-2,492
| -14% | -$106K | 0.04% | 233 |
|
|
2013
Q4 | $788K | Buy |
17,333
+6,181
| +55% | +$281K | 0.04% | 209 |
|
|
2013
Q3 | $453K | Buy |
11,152
+131
| +1% | +$5.32K | 0.03% | 288 |
|
|
2013
Q2 | $403K | Buy |
+11,021
| New | +$403K | 0.02% | 306 |
|