MWM
Mattern Wealth Management’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Buy |
2,840
+184
| +7% | +$26.8K | 0.09% | 99 |
|
|
2025
Q1 | $410K | Sell |
2,656
-232
| -8% | -$35.8K | 0.09% | 112 |
|
|
2024
Q4 | $405K | Sell |
2,888
-114
| -4% | -$16K | 0.09% | 119 |
|
|
2024
Q3 | $403K | Sell |
3,002
-816
| -21% | -$110K | 0.09% | 121 |
|
|
2024
Q2 | $453K | Sell |
3,818
-14,776
| -79% | -$1.75M | 0.11% | 109 |
|
|
2024
Q1 | $2.28M | Sell |
18,594
-47
| -0.3% | -$5.77K | 0.56% | 55 |
|
|
2023
Q4 | $2.22M | Buy |
18,641
+2,090
| +13% | +$249K | 0.57% | 51 |
|
|
2023
Q3 | $1.91M | Buy |
16,551
+2,395
| +17% | +$276K | 0.56% | 49 |
|
|
2023
Q2 | $1.58M | Buy |
14,156
+2,591
| +22% | +$290K | 0.46% | 62 |
|
|
2023
Q1 | $1.33M | Buy |
11,565
+8,103
| +234% | +$929K | 0.44% | 73 |
|
|
2022
Q4 | $400K | Buy |
3,462
+313
| +10% | +$36.2K | 0.16% | 114 |
|
|
2022
Q3 | $353K | Buy |
3,149
+215
| +7% | +$24.1K | 0.14% | 112 |
|
|
2022
Q2 | $334K | Hold |
2,934
| – | – | 0.13% | 113 |
|
|
2022
Q1 | $400K | Sell |
2,934
-149
| -5% | -$20.3K | 0.13% | 108 |
|
|
2021
Q4 | $421K | Sell |
3,083
-28
| -0.9% | -$3.82K | 0.12% | 121 |
|
|
2021
Q3 | $350K | Sell |
3,111
-16
| -0.5% | -$1.8K | 0.12% | 129 |
|
|
2021
Q2 | $350K | Sell |
3,127
-725
| -19% | -$81.1K | 0.11% | 133 |
|
|
2021
Q1 | $378K | Sell |
3,852
-9,321
| -71% | -$915K | 0.13% | 122 |
|
|
2020
Q4 | $1.23M | Sell |
13,173
-1,328
| -9% | -$124K | 0.46% | 61 |
|
|
2020
Q3 | $1.16M | Buy |
14,501
+477
| +3% | +$38.1K | 0.5% | 60 |
|
|
2020
Q2 | $1.06M | Buy |
14,024
+1,546
| +12% | +$117K | 0.52% | 61 |
|
|
2020
Q1 | $785K | Sell |
12,478
-569
| -4% | -$35.8K | 0.57% | 59 |
|
|
2019
Q4 | $1.11M | Buy |
+13,047
| New | +$1.11M | 0.67% | 60 |
|