Perigon 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 | $486K | Sell |
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|
2025
Q2 | $607K | Sell |
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|
2025
Q1 | $743K | Buy |
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|
2024
Q4 | $699K | Buy |
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|
2024
Q3 | $508K | Buy |
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|
2024
Q2 | $445K | Buy |
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|
2024
Q1 | $443K | Buy |
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|
2023
Q4 | $386K | Buy |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $348K | Buy |
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|
2023
Q1 | $356K | Sell |
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|
2022
Q4 | $379K | Buy |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $225K | Sell |
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|
2021
Q4 | $231K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $71K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $253K | Hold |
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|
2016
Q4 | $269K | Hold |
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|
2016
Q3 | $249K | Hold |
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|
2016
Q2 | $256K | Sell |
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|
2016
Q1 | $234K | Hold |
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|
2015
Q4 | $229K | Buy |
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