JGP 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 | $11.3M | Sell |
77,839
-173
| -0.2% | -$25.2K | 1.37% | 24 |
|
|
2025
Q1 | $12M | Sell |
78,012
-17,419
| -18% | -$2.69M | 1.58% | 17 |
|
|
2024
Q4 | $13.4M | Buy |
95,431
+620
| +0.7% | +$86.9K | 1.73% | 17 |
|
|
2024
Q3 | $12.7M | Buy |
94,811
+99
| +0.1% | +$13.3K | 1.64% | 21 |
|
|
2024
Q2 | $11.2M | Buy |
94,712
+204
| +0.2% | +$24.2K | 1.6% | 21 |
|
|
2024
Q1 | $11.6M | Sell |
94,508
-9,928
| -10% | -$1.22M | 1.68% | 20 |
|
|
2023
Q4 | $12.4M | Buy |
104,436
+1,127
| +1% | +$134K | 1.85% | 20 |
|
|
2023
Q3 | $11.9M | Buy |
103,309
+1,781
| +2% | +$205K | 2% | 18 |
|
|
2023
Q2 | $11.4M | Buy |
101,528
+2,456
| +2% | +$275K | 1.86% | 23 |
|
|
2023
Q1 | $11.4M | Buy |
99,072
+1,625
| +2% | +$186K | 1.99% | 18 |
|
|
2022
Q4 | $11.3M | Buy |
97,447
+2,533
| +3% | +$293K | 2.07% | 15 |
|
|
2022
Q3 | $10.4M | Buy |
94,914
+2,456
| +3% | +$269K | 2.19% | 12 |
|
|
2022
Q2 | $10.8M | Buy |
92,458
+2,490
| +3% | +$291K | 2.18% | 13 |
|
|
2022
Q1 | $12.5M | Buy |
89,968
+3,832
| +4% | +$534K | 2.31% | 11 |
|
|
2021
Q4 | $11.3M | Buy |
86,136
+3,546
| +4% | +$467K | 2.11% | 12 |
|
|
2021
Q3 | $9.29M | Buy |
82,590
+438
| +0.5% | +$49.3K | 2.01% | 16 |
|
|
2021
Q2 | $8.82M | Buy |
82,152
+15,399
| +23% | +$1.65M | 1.9% | 19 |
|
|
2021
Q1 | $6.54M | Buy |
66,753
+986
| +1% | +$96.6K | 1.47% | 22 |
|
|
2020
Q4 | $6.02M | Buy |
65,767
+4,012
| +6% | +$367K | 1.4% | 23 |
|
|
2020
Q3 | $4.97M | Buy |
61,755
+4,071
| +7% | +$328K | 1.32% | 28 |
|
|
2020
Q2 | $4.3M | Buy |
57,684
+8,309
| +17% | +$619K | 1.26% | 32 |
|
|
2020
Q1 | $3.21M | Buy |
49,375
+1,346
| +3% | +$87.6K | 1.14% | 36 |
|
|
2019
Q4 | $4.07M | Buy |
48,029
+5,202
| +12% | +$441K | 1.2% | 38 |
|
|
2019
Q3 | $3.57M | Buy |
42,827
+770
| +2% | +$64.2K | 1.24% | 37 |
|
|
2019
Q2 | $3.46M | Buy |
42,057
+504
| +1% | +$41.5K | 1.23% | 39 |
|
|
2019
Q1 | $3.33M | Buy |
41,553
+278
| +0.7% | +$22.3K | 1.26% | 39 |
|
|
2018
Q4 | $2.69M | Buy |
41,275
+836
| +2% | +$54.5K | 1.11% | 41 |
|
|
2018
Q3 | $2.98M | Buy |
40,439
+319
| +0.8% | +$23.5K | 1.19% | 38 |
|
|
2018
Q2 | $2.74M | Buy |
+40,120
| New | +$2.74M | 1.14% | 39 |
|