Jeppson Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $484K | Hold |
|
|||||
|
2025
Q2 | $556K | Sell |
|
|||||
|
2025
Q1 | $592K | Sell |
|
|||||
|
2024
Q4 | $543K | Sell |
|
|||||
|
2024
Q3 | $523K | Sell |
|
|||||
|
2024
Q2 | $465K | Sell |
|
|||||
|
2024
Q1 | $484K | Sell |
|
|||||
|
2023
Q4 | $471K | Sell |
|
|||||
|
2023
Q3 | $459K | Sell |
|
|||||
|
2023
Q2 | $457K | Sell |
|
|||||
|
2023
Q1 | $485K | Sell |
|
|||||
|
2022
Q4 | $499K | Sell |
|
|||||
|
2022
Q3 | $493K | Hold |
|
|||||
|
2022
Q2 | $500K | Sell |
|
|||||
|
2022
Q1 | $619K | Sell |
|
|||||
|
2021
Q4 | $633K | Sell |
|
|||||
|
2021
Q3 | $527K | Hold |
|
|||||
|
2021
Q2 | $503K | Hold |
|
|||||
|
2021
Q1 | $459K | Sell |
|
|||||
|
2020
Q4 | $439K | Sell |
|
|||||
|
2020
Q3 | $377K | Buy |
|