EverSource Wealth Advisors’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
4,576
+422
| +10% | +$61.4K | 0.03% | 371 |
|
|
2025
Q1 | $641K | Buy |
4,154
+1,587
| +62% | +$245K | 0.04% | 334 |
|
|
2024
Q4 | $360K | Buy |
2,567
+48
| +2% | +$6.73K | 0.02% | 454 |
|
|
2024
Q3 | $338K | Buy |
2,519
+86
| +4% | +$11.5K | 0.02% | 417 |
|
|
2024
Q2 | $312K | Sell |
2,433
-770
| -24% | -$98.6K | 0.02% | 430 |
|
|
2024
Q1 | $381K | Buy |
3,203
+137
| +4% | +$16.3K | 0.03% | 329 |
|
|
2023
Q4 | $365K | Buy |
3,066
+214
| +8% | +$25.5K | 0.03% | 300 |
|
|
2023
Q3 | $329K | Buy |
2,852
+96
| +3% | +$11.1K | 0.03% | 289 |
|
|
2023
Q2 | $308K | Buy |
2,756
+403
| +17% | +$45.1K | 0.03% | 305 |
|
|
2023
Q1 | $270K | Buy |
2,353
+433
| +23% | +$49.6K | 0.03% | 321 |
|
|
2022
Q4 | $222K | Sell |
1,920
-380
| -17% | -$43.9K | 0.03% | 339 |
|
|
2022
Q3 | $259K | Buy |
2,300
+353
| +18% | +$39.8K | 0.06% | 261 |
|
|
2022
Q2 | $222K | Sell |
1,947
-610
| -24% | -$69.6K | 0.06% | 244 |
|
|
2022
Q1 | $349K | Buy |
2,557
+481
| +23% | +$65.7K | 0.09% | 188 |
|
|
2021
Q4 | $283K | Buy |
+2,076
| New | +$283K | 0.08% | 181 |
|