Paragon Private 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
$1.29M Buy
2025
Q2
$1.24M Buy
2025
Q1
$1.28M Buy
2024
Q4
$1.14M Buy
2024
Q3
$1.01M Buy
2024
Q2
$850K Sell
2024
Q1
$930K Buy
2023
Q4
$891K Buy
2023
Q3
$771K Buy
2023
Q2
$687K Buy
2023
Q1
$665K Buy
2022
Q4
$475K Buy
2022
Q3
$337K Buy