Jamison Private Wealth Management’s Paychex PAYX Stock Holding History

Jamison Private Wealth Management’s Portfolio PAYX Stock Details PAYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.25M	Buy
2025 Q2	$7.16M	Buy
2025 Q1	$7.45M	Buy
2024 Q4	$6.57M	Sell
2024 Q3	$6.31M	Buy
2024 Q2	$5.54M	Sell
2024 Q1	$5.93M	Buy
2023 Q4	$5.73M	Sell
2023 Q3	$5.61M	Buy