Jamison Private Wealth 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 | $7.16M | Buy |
49,245
+926
| +2% | +$135K | 1.03% | 34 |
|
|
2025
Q1 | $7.45M | Buy |
48,319
+1,444
| +3% | +$223K | 1.14% | 33 |
|
|
2024
Q4 | $6.57M | Sell |
46,875
-123
| -0.3% | -$17.2K | 0.97% | 35 |
|
|
2024
Q3 | $6.31M | Buy |
46,998
+268
| +0.6% | +$36K | 0.96% | 33 |
|
|
2024
Q2 | $5.54M | Sell |
46,730
-1,526
| -3% | -$181K | 0.92% | 37 |
|
|
2024
Q1 | $5.93M | Buy |
48,256
+140
| +0.3% | +$17.2K | 1% | 34 |
|
|
2023
Q4 | $5.73M | Sell |
48,116
-561
| -1% | -$66.8K | 1.07% | 32 |
|
|
2023
Q3 | $5.61M | Buy |
+48,677
| New | +$5.61M | 1.16% | 30 |
|