Evergreen Capital 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 | $1.27M | Buy |
8,743
+1,950
| +29% | +$284K | 0.04% | 320 |
|
|
2025
Q1 | $1.05M | Buy |
6,793
+233
| +4% | +$35.9K | 0.04% | 327 |
|
|
2024
Q4 | $920K | Buy |
6,560
+38
| +0.6% | +$5.33K | 0.03% | 352 |
|
|
2024
Q3 | $875K | Buy |
6,522
+39
| +0.6% | +$5.23K | 0.03% | 349 |
|
|
2024
Q2 | $769K | Buy |
6,483
+650
| +11% | +$77.1K | 0.03% | 353 |
|
|
2024
Q1 | $716K | Buy |
5,833
+71
| +1% | +$8.72K | 0.03% | 350 |
|
|
2023
Q4 | $686K | Buy |
5,762
+1,566
| +37% | +$187K | 0.03% | 350 |
|
|
2023
Q3 | $484K | Buy |
4,196
+30
| +0.7% | +$3.46K | 0.02% | 405 |
|
|
2023
Q2 | $466K | Buy |
+4,166
| New | +$466K | 0.02% | 412 |
|
|
2023
Q1 | – | Sell |
-3,055
| Closed | -$353K | – | 748 |
|
|
2022
Q4 | $353K | Sell |
3,055
-65
| -2% | -$7.51K | 0.02% | 433 |
|
|
2022
Q3 | $350K | Buy |
+3,120
| New | +$350K | 0.02% | 407 |
|
|
2022
Q2 | – | Sell |
-1,682
| Closed | -$230K | – | 647 |
|
|
2022
Q1 | $230K | Buy |
1,682
+74
| +5% | +$10.1K | 0.01% | 565 |
|
|
2021
Q4 | $219K | Buy |
+1,608
| New | +$219K | 0.01% | 571 |
|