Jeppson 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 | $556K | Sell |
3,819
-15
| -0.4% | -$2.18K | 0.19% | 114 |
|
|
2025
Q1 | $592K | Sell |
3,834
-35
| -0.9% | -$5.4K | 0.22% | 105 |
|
|
2024
Q4 | $543K | Sell |
3,869
-25
| -0.6% | -$3.51K | 0.2% | 118 |
|
|
2024
Q3 | $523K | Sell |
3,894
-25
| -0.6% | -$3.36K | 0.19% | 117 |
|
|
2024
Q2 | $465K | Sell |
3,919
-25
| -0.6% | -$2.96K | 0.18% | 118 |
|
|
2024
Q1 | $484K | Sell |
3,944
-8
| -0.2% | -$982 | 0.19% | 117 |
|
|
2023
Q4 | $471K | Sell |
3,952
-25
| -0.6% | -$2.98K | 0.19% | 115 |
|
|
2023
Q3 | $459K | Sell |
3,977
-110
| -3% | -$12.7K | 0.21% | 114 |
|
|
2023
Q2 | $457K | Sell |
4,087
-145
| -3% | -$16.2K | 0.2% | 114 |
|
|
2023
Q1 | $485K | Sell |
4,232
-83
| -2% | -$9.51K | 0.21% | 113 |
|
|
2022
Q4 | $499K | Sell |
4,315
-75
| -2% | -$8.67K | 0.21% | 106 |
|
|
2022
Q3 | $493K | Hold |
4,390
| – | – | 0.22% | 95 |
|
|
2022
Q2 | $500K | Sell |
4,390
-150
| -3% | -$17.1K | 0.22% | 101 |
|
|
2022
Q1 | $619K | Sell |
4,540
-100
| -2% | -$13.6K | 0.29% | 80 |
|
|
2021
Q4 | $633K | Sell |
4,640
-50
| -1% | -$6.82K | 0.31% | 74 |
|
|
2021
Q3 | $527K | Hold |
4,690
| – | – | 0.27% | 82 |
|
|
2021
Q2 | $503K | Hold |
4,690
| – | – | 0.27% | 82 |
|
|
2021
Q1 | $459K | Sell |
4,690
-23
| -0.5% | -$2.25K | 0.27% | 82 |
|
|
2020
Q4 | $439K | Sell |
4,713
-12
| -0.3% | -$1.12K | 0.29% | 81 |
|
|
2020
Q3 | $377K | Buy |
+4,725
| New | +$377K | 0.3% | 82 |
|