JMFC
J.M. Forbes & Co’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Hold |
2,884
| – | – | 0.04% | 112 |
|
|
2025
Q1 | $445K | Hold |
2,884
| – | – | 0.04% | 107 |
|
|
2024
Q4 | $404K | Hold |
2,884
| – | – | 0.04% | 111 |
|
|
2024
Q3 | $387K | Hold |
2,884
| – | – | 0.04% | 109 |
|
|
2024
Q2 | $342K | Buy |
2,884
+158
| +6% | +$18.7K | 0.04% | 110 |
|
|
2024
Q1 | $335K | Hold |
2,726
| – | – | 0.04% | 110 |
|
|
2023
Q4 | $325K | Hold |
2,726
| – | – | 0.04% | 109 |
|
|
2023
Q3 | $314K | Sell |
2,726
-331
| -11% | -$38.2K | 0.04% | 109 |
|
|
2023
Q2 | $342K | Hold |
3,057
| – | – | 0.04% | 106 |
|
|
2023
Q1 | $350K | Buy |
3,057
+55
| +2% | +$6.3K | 0.05% | 88 |
|
|
2022
Q4 | $347K | Buy |
+3,002
| New | +$347K | 0.05% | 87 |
|