
Wealth Enhancement Advisory Services’s Paychex PAYX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $38.3M | Buy |
260,506
+141,215
| +118% | +$20.8M | 0.06% | 274 |
|
2025
Q1 | $18.4M | Buy |
119,291
+29,320
| +33% | +$4.52M | 0.04% | 419 |
|
2024
Q4 | $12.6M | Buy |
89,971
+3,406
| +4% | +$478K | 0.02% | 498 |
|
2024
Q3 | $11.6M | Buy |
86,565
+4,521
| +6% | +$607K | 0.03% | 478 |
|
2024
Q2 | $9.73M | Buy |
82,044
+217
| +0.3% | +$25.7K | 0.02% | 490 |
|
2024
Q1 | $10M | Sell |
81,827
-533
| -0.6% | -$65.5K | 0.03% | 472 |
|
2023
Q4 | $9.81M | Buy |
82,360
+5,555
| +7% | +$662K | 0.03% | 436 |
|
2023
Q3 | $8.86M | Buy |
+76,805
| New | +$8.86M | 0.03% | 438 |
|
2023
Q1 | – | Sell |
-28,465
| Closed | -$3.26M | – | 550 |
|
2022
Q4 | $3.26M | Buy |
+28,465
| New | +$3.26M | 0.04% | 145 |
|
2019
Q3 | – | Sell |
-13,481
| Closed | -$1.16M | – | 229 |
|
2019
Q2 | $1.16M | Sell |
13,481
-1,470
| -10% | -$127K | 0.05% | 140 |
|
2019
Q1 | $1.25M | Sell |
14,951
-4,964
| -25% | -$415K | 0.07% | 115 |
|
2018
Q4 | $1.39M | Buy |
+19,915
| New | +$1.39M | 0.09% | 85 |
|
2018
Q3 | – | Sell |
-21,174
| Closed | -$1.48M | – | 189 |
|
2018
Q2 | $1.48M | Buy |
+21,174
| New | +$1.48M | 0.09% | 84 |
|
2017
Q4 | – | Sell |
-67,236
| Closed | -$4.28M | – | 166 |
|
2017
Q3 | $4.28M | Buy |
67,236
+8,106
| +14% | +$516K | 0.35% | 40 |
|
2017
Q2 | $3.39M | Buy |
59,130
+7,779
| +15% | +$447K | 0.31% | 45 |
|
2017
Q1 | $3M | Buy |
+51,351
| New | +$3M | 0.32% | 46 |
|
2016
Q4 | – | Sell |
-11,576
| Closed | -$658K | – | 171 |
|
2016
Q3 | $658K | Buy |
+11,576
| New | +$658K | 0.1% | 122 |
|