WC
Whitney & Co’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.92M | Sell |
54,441
-786
| -1% | -$114K | 0.78% | 49 |
|
|
2025
Q1 | $8.52M | Sell |
55,227
-1,502
| -3% | -$232K | 0.91% | 39 |
|
|
2024
Q4 | $7.95M | Sell |
56,729
-932
| -2% | -$131K | 0.84% | 39 |
|
|
2024
Q3 | $7.74M | Sell |
57,661
-3,863
| -6% | -$518K | 0.83% | 43 |
|
|
2024
Q2 | $7.29M | Sell |
61,524
-2,889
| -4% | -$343K | 0.84% | 41 |
|
|
2024
Q1 | $7.91M | Sell |
64,413
-1,900
| -3% | -$233K | 0.94% | 35 |
|
|
2023
Q4 | $7.9M | Sell |
66,313
-1,450
| -2% | -$173K | 1.02% | 34 |
|
|
2023
Q3 | $7.82M | Sell |
67,763
-451
| -0.7% | -$52K | 1.17% | 30 |
|
|
2023
Q2 | $7.63M | Buy |
68,214
+150
| +0.2% | +$16.8K | 1.1% | 34 |
|
|
2023
Q1 | $7.8M | Buy |
68,064
+1,738
| +3% | +$199K | 1.24% | 31 |
|
|
2022
Q4 | $7.66M | Sell |
66,326
-145
| -0.2% | -$16.8K | 1.41% | 29 |
|
|
2022
Q3 | $7.46M | Sell |
66,471
-75
| -0.1% | -$8.42K | 1.45% | 26 |
|
|
2022
Q2 | $7.58M | Sell |
66,546
-877
| -1% | -$99.9K | 1.38% | 29 |
|
|
2022
Q1 | $9.2M | Sell |
67,423
-4,153
| -6% | -$567K | 1.41% | 27 |
|
|
2021
Q4 | $9.77M | Sell |
71,576
-1,040
| -1% | -$142K | 1.44% | 28 |
|
|
2021
Q3 | $8.17M | Sell |
72,616
-2,671
| -4% | -$300K | 1.31% | 34 |
|
|
2021
Q2 | $8.08M | Sell |
75,287
-1,345
| -2% | -$144K | 1.29% | 34 |
|
|
2021
Q1 | $7.51M | Buy |
76,632
+197
| +0.3% | +$19.3K | 1.32% | 34 |
|
|
2020
Q4 | $6.68M | Sell |
76,435
-2,602
| -3% | -$227K | 1.08% | 38 |
|
|
2020
Q3 | $6.31M | Buy |
79,037
+280
| +0.4% | +$22.3K | 1.18% | 35 |
|
|
2020
Q2 | $5.97M | Buy |
78,757
+765
| +1% | +$58K | 1.22% | 33 |
|
|
2020
Q1 | $4.91M | Buy |
77,992
+311
| +0.4% | +$19.6K | 1.21% | 35 |
|
|
2019
Q4 | $6.61M | Sell |
77,681
-250
| -0.3% | -$21.3K | 1.32% | 28 |
|
|
2019
Q3 | $6.5M | Sell |
77,931
-1,785
| -2% | -$149K | 1.36% | 27 |
|
|
2019
Q2 | $6.56M | Sell |
79,716
-6,936
| -8% | -$571K | 1.47% | 25 |
|
|
2019
Q1 | $7.31M | Sell |
86,652
-6,950
| -7% | -$586K | 1.65% | 23 |
|
|
2018
Q4 | $6.78M | Sell |
93,602
-12,141
| -11% | -$880K | 1.73% | 21 |
|
|
2018
Q3 | $7.3M | Sell |
105,743
-13,751
| -12% | -$949K | 1.76% | 18 |
|
|
2018
Q2 | $8.17M | Sell |
119,494
-19,215
| -14% | -$1.31M | 2.18% | 9 |
|
|
2018
Q1 | $8.54M | Sell |
138,709
-9,682
| -7% | -$596K | 2.44% | 6 |
|
|
2017
Q4 | $10.1M | Sell |
148,391
-5,413
| -4% | -$369K | 2.93% | 4 |
|
|
2017
Q3 | $8.76M | Buy |
153,804
+50
| +0% | +$2.85K | 2.94% | 3 |
|
|
2017
Q2 | $8.76M | Buy |
153,754
+6,213
| +4% | +$354K | 2.87% | 3 |
|
|
2017
Q1 | $8.69M | Buy |
147,541
+1,463
| +1% | +$86.2K | 3.16% | 2 |
|
|
2016
Q4 | $8.89M | Buy |
146,078
+1,150
| +0.8% | +$70K | 3.35% | 2 |
|
|
2016
Q3 | $8.39M | Sell |
144,928
-1,424
| -1% | -$82.4K | 3.36% | 2 |
|
|
2016
Q2 | $8.71M | Sell |
146,352
-1,800
| -1% | -$107K | 3.54% | 2 |
|
|
2016
Q1 | $8M | Buy |
148,152
+3,720
| +3% | +$201K | 3.43% | 2 |
|
|
2015
Q4 | $7.64M | Sell |
144,432
-953
| -0.7% | -$50.4K | 3.33% | 2 |
|
|
2015
Q3 | $6.93M | Sell |
145,385
-287
| -0.2% | -$13.7K | 3.13% | 2 |
|
|
2015
Q2 | $6.83M | Sell |
145,672
-950
| -0.6% | -$44.5K | 2.98% | 4 |
|
|
2015
Q1 | $7.28M | Sell |
146,622
-4,303
| -3% | -$214K | 3.26% | 2 |
|
|
2014
Q4 | $6.97M | Sell |
150,925
-980
| -0.6% | -$45.2K | 3.12% | 2 |
|
|
2014
Q3 | $6.71M | Sell |
151,905
-2,430
| -2% | -$107K | 3.1% | 2 |
|
|
2014
Q2 | $6.41M | Buy |
154,335
+6,685
| +5% | +$278K | 2.96% | 2 |
|
|
2014
Q1 | $6.29M | Buy |
147,650
+7,603
| +5% | +$324K | 3.17% | 2 |
|
|
2013
Q4 | $6.38M | Buy |
140,047
+9,768
| +7% | +$445K | 3.52% | 2 |
|
|
2013
Q3 | $5.3M | Sell |
130,279
-3,320
| -2% | -$135K | 3.7% | 2 |
|
|
2013
Q2 | $4.88M | Buy |
+133,599
| New | +$4.88M | 3.56% | 2 |
|