Evergreen Private Wealth’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Sell |
1,087
-233
| -18% | -$33.9K | 0.07% | 75 |
|
|
2025
Q1 | $204K | Sell |
1,320
-1
| -0.1% | -$154 | 0.1% | 69 |
|
|
2024
Q4 | $185K | Sell |
1,321
-1
| -0.1% | -$140 | 0.09% | 69 |
|
|
2024
Q3 | $177K | Buy |
1,322
+9
| +0.7% | +$1.21K | 0.08% | 72 |
|
|
2024
Q2 | $156K | Sell |
1,313
-3
| -0.2% | -$356 | 0.08% | 75 |
|
|
2024
Q1 | $162K | Buy |
1,316
+131
| +11% | +$16.1K | 0.08% | 76 |
|
|
2023
Q4 | $141K | Buy |
+1,185
| New | +$141K | 0.08% | 79 |
|