EWM
Executive Wealth Management’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $307K | Buy |
2,187
+251
| +13% | +$35.2K | 0.02% | 206 |
|
|
2024
Q3 | $260K | Buy |
+1,936
| New | +$260K | 0.02% | 236 |
|
|
2024
Q2 | – | Sell |
-1,870
| Closed | -$227K | – | 213 |
|
|
2024
Q1 | $227K | Sell |
1,870
-19
| -1% | -$2.31K | 0.02% | 228 |
|
|
2023
Q4 | $225K | Sell |
1,889
-16
| -0.8% | -$1.91K | 0.02% | 200 |
|
|
2023
Q3 | $220K | Sell |
1,905
-18
| -0.9% | -$2.08K | 0.02% | 185 |
|
|
2023
Q2 | $215K | Buy |
+1,923
| New | +$215K | 0.02% | 192 |
|
|
2023
Q1 | – | Sell |
-2,067
| Closed | -$239K | – | 201 |
|
|
2022
Q4 | $239K | Buy |
2,067
+1,823
| +747% | +$211K | 0.03% | 172 |
|
|
2022
Q3 | $244 | Sell |
244
-2,004
| -89% | -$2K | 0.03% | 155 |
|
|
2022
Q2 | $256K | Sell |
2,248
-453
| -17% | -$51.6K | 0.03% | 156 |
|
|
2022
Q1 | $368K | Sell |
2,701
-65,146
| -96% | -$8.88M | 0.04% | 151 |
|
|
2021
Q4 | $9.26M | Buy |
67,847
+2,607
| +4% | +$356K | 0.92% | 28 |
|
|
2021
Q3 | $7.34M | Buy |
65,240
+60
| +0.1% | +$6.75K | 0.81% | 30 |
|
|
2021
Q2 | $6.99M | Buy |
65,180
+5,579
| +9% | +$599K | 0.77% | 33 |
|
|
2021
Q1 | $5.84M | Sell |
59,601
-3,061
| -5% | -$300K | 0.69% | 42 |
|
|
2020
Q4 | $5.84M | Buy |
62,662
+6,837
| +12% | +$637K | 0.72% | 35 |
|
|
2020
Q3 | $4.45M | Buy |
55,825
+7,326
| +15% | +$584K | 0.62% | 40 |
|
|
2020
Q2 | $3.67M | Buy |
48,499
+18,467
| +61% | +$1.4M | 0.55% | 43 |
|
|
2020
Q1 | $1.89M | Sell |
30,032
-25,388
| -46% | -$1.6M | 0.34% | 54 |
|
|
2019
Q4 | $4.71M | Buy |
55,420
+4,731
| +9% | +$402K | 0.65% | 45 |
|
|
2019
Q3 | $4.2M | Buy |
50,689
+3,354
| +7% | +$278K | 0.64% | 40 |
|
|
2019
Q2 | $3.9M | Buy |
47,335
+2,707
| +6% | +$223K | 0.55% | 45 |
|
|
2019
Q1 | $3.58M | Sell |
44,628
-369
| -0.8% | -$29.6K | 0.64% | 32 |
|
|
2018
Q4 | $2.93M | Buy |
+44,997
| New | +$2.93M | 0.52% | 38 |
|