Modera 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 | $730K | Buy |
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|
2025
Q2 | $836K | Hold |
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|
2025
Q1 | $887K | Sell |
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|
2024
Q4 | $926K | Buy |
|
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|
2024
Q3 | $835K | Sell |
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|
2024
Q2 | $755K | Sell |
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|
2024
Q1 | $782K | Buy |
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|
2023
Q4 | $584K | Buy |
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|
2023
Q3 | $557K | Sell |
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|
2023
Q2 | $592K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $382K | Buy |
|