Wimmer Associates 1’s Paychex PAYX Stock Holding History

Wimmer Associates 1’s Portfolio PAYX Stock Details PAYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$613K	Hold	4,214	–	–	0.31%	64
2025 Q1	$637K	Sell	4,214 -600	-12%	-$90.8K	0.34%	60
2024 Q4	$675K	Hold	4,814	–	–	0.33%	62
2024 Q3	$646K	Hold	4,814	–	–	0.32%	68
2024 Q2	$571K	Hold	4,814	–	–	0.29%	72
2024 Q1	$591K	Hold	4,814	–	–	0.31%	73
2023 Q4	$573K	Buy	4,814 +75	+2%	+$8.93K	0.32%	71
2023 Q3	$547K	Hold	4,739	–	–	0.34%	69
2023 Q2	$530K	Hold	4,739	–	–	0.32%	76
2023 Q1	$513K	Sell	4,739 -430	-8%	-$46.5K	0.33%	74
2022 Q4	$597K	Sell	5,169 -90	-2%	-$10.4K	0.39%	66
2022 Q3	$622K	Sell	5,259 -5	-0.1%	-$591	0.41%	63
2022 Q2	$599K	Hold	5,264	–	–	0.39%	62
2022 Q1	$718K	Sell	5,264 -305	-5%	-$41.6K	0.4%	58
2021 Q4	$760K	Hold	5,569	–	–	0.41%	58
2021 Q3	$626K	Sell	5,569 -15	-0.3%	-$1.69K	0.37%	64
2021 Q2	$599K	Sell	5,584 -35	-0.6%	-$3.75K	0.35%	68
2021 Q1	$551K	Sell	5,619 -210	-4%	-$20.6K	0.3%	68
2020 Q4	$543K	Hold	5,829	–	–	0.32%	63
2020 Q3	$465K	Buy	5,829 +80	+1%	+$6.38K	0.31%	65
2020 Q2	$428K	Sell	5,749 -555	-9%	-$41.3K	0.33%	68
2020 Q1	$397K	Buy	6,304 +1,225	+24%	+$77.1K	0.37%	66
2019 Q4	$432K	Hold	5,079	–	–	0.35%	66
2019 Q3	$420K	Hold	5,079	–	–	0.37%	66
2019 Q2	$418K	Sell	5,079 -185	-4%	-$15.2K	0.37%	69
2019 Q1	$422K	Sell	5,264 -215	-4%	-$17.2K	0.37%	67
2018 Q4	$357K	Sell	5,479 -400	-7%	-$26.1K	0.35%	72
2018 Q3	$433K	Sell	5,879 -200	-3%	-$14.7K	0.36%	71
2018 Q2	$416K	Buy	6,079 +355	+6%	+$24.3K	0.37%	71
2018 Q1	$353K	Hold	5,724	–	–	0.31%	83
2017 Q4	$390K	Sell	5,724 -20	-0.3%	-$1.36K	0.35%	77
2017 Q3	$344K	Hold	5,744	–	–	0.32%	86
2017 Q2	$327K	Sell	5,744 -800	-12%	-$45.5K	0.3%	87
2017 Q1	$385K	Hold	6,544	–	–	0.36%	82
2016 Q4	$398K	Sell	6,544 -175	-3%	-$10.6K	0.37%	79
2016 Q3	$389K	Hold	6,719	–	–	0.35%	80
2016 Q2	$400K	Buy	6,719 +308	+5%	+$18.3K	0.36%	79
2016 Q1	$346K	Buy	6,411 +900	+16%	+$48.6K	0.32%	81
2015 Q4	$291K	Buy	+5,511	New	+$291K	0.31%	82