JPL 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 | $4.01M | Buy |
27,594
+276
| +1% | +$40.1K | 1.08% | 39 |
|
|
2025
Q1 | $4.21M | Buy |
27,318
+1,173
| +4% | +$181K | 1.2% | 30 |
|
|
2024
Q4 | $3.67M | Buy |
+26,145
| New | +$3.67M | 1.05% | 33 |
|
|
2024
Q2 | $2.18M | Buy |
18,405
+2,766
| +18% | +$328K | 1.07% | 42 |
|
|
2024
Q1 | $1.92M | Buy |
15,639
+4,537
| +41% | +$557K | 1.06% | 45 |
|
|
2023
Q4 | $1.32M | Buy |
+11,102
| New | +$1.32M | 0.95% | 51 |
|