Williams Jones Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
73,400
-191
| -0.3% | -$27.8K | 0.13% | 96 |
|
|
2025
Q1 | $11.4M | Buy |
73,591
+650
| +0.9% | +$100K | 0.15% | 93 |
|
|
2024
Q4 | $10.2M | Sell |
72,941
-1,195
| -2% | -$168K | 0.12% | 98 |
|
|
2024
Q3 | $9.95M | Sell |
74,136
-149
| -0.2% | -$20K | 0.12% | 109 |
|
|
2024
Q2 | $8.81M | Sell |
74,285
-350
| -0.5% | -$41.5K | 0.11% | 111 |
|
|
2024
Q1 | $9.17M | Buy |
74,635
+748
| +1% | +$91.9K | 0.12% | 108 |
|
|
2023
Q4 | $8.8M | Buy |
73,887
+980
| +1% | +$117K | 0.12% | 110 |
|
|
2023
Q3 | $8.41M | Hold |
72,907
| – | – | 0.13% | 106 |
|
|
2023
Q2 | $8.16M | Buy |
72,907
+50
| +0.1% | +$5.59K | 0.12% | 113 |
|
|
2023
Q1 | $8.35M | Buy |
72,857
+870
| +1% | +$99.7K | 0.13% | 112 |
|
|
2022
Q4 | $8.32M | Buy |
71,987
+4,121
| +6% | +$476K | 0.14% | 108 |
|
|
2022
Q3 | $7.62M | Sell |
67,866
-350
| -0.5% | -$39.3K | 0.13% | 108 |
|
|
2022
Q2 | $7.77M | Buy |
68,216
+1,178
| +2% | +$134K | 0.13% | 113 |
|
|
2022
Q1 | $9.15M | Sell |
67,038
-818
| -1% | -$112K | 0.13% | 106 |
|
|
2021
Q4 | $9.26M | Buy |
67,856
+150
| +0.2% | +$20.5K | 0.12% | 109 |
|
|
2021
Q3 | $7.61M | Sell |
67,706
-2,997
| -4% | -$337K | 0.11% | 114 |
|
|
2021
Q2 | $7.59M | Buy |
70,703
+185
| +0.3% | +$19.8K | 0.11% | 117 |
|
|
2021
Q1 | $6.91M | Buy |
70,518
+855
| +1% | +$83.8K | 0.11% | 118 |
|
|
2020
Q4 | $6.49M | Sell |
69,663
-321
| -0.5% | -$29.9K | 0.11% | 112 |
|
|
2020
Q3 | $5.58M | Sell |
69,984
-1,500
| -2% | -$120K | 0.1% | 109 |
|
|
2020
Q2 | $5.42M | Sell |
71,484
-3,700
| -5% | -$280K | 0.11% | 103 |
|
|
2020
Q1 | $4.73M | Buy |
75,184
+1,483
| +2% | +$93.3K | 0.12% | 98 |
|
|
2019
Q4 | $6.27M | Buy |
73,701
+275
| +0.4% | +$23.4K | 0.12% | 106 |
|
|
2019
Q3 | $6.08M | Buy |
+73,426
| New | +$6.08M | 0.12% | 104 |
|