Avantax Planning Partners, Inc. Paychex Inc Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Paychex Inc stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,235 shares of PAYX stock, worth $458,820. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,235

Previous 3,502 7.62%

Holding current value

$458,820

Previous $415,000 4.58%

% of portfolio

0.02%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$116.17 - $135.19 $31,017 - $36,095	-267 Reduced 7.62%	3,235 $434,000
Q2 2024 Aug 09, 2024	BUY	$117.39 - $126.98 $19,486 - $21,078	166 Added 4.98%	3,502 $415,000
Q1 2024 May 02, 2024	SELL	$116.84 - $124.71 $23,601 - $25,191	-202 Reduced 5.71%	3,336 $409,000
Q4 2023 Feb 09, 2024	SELL	$108.86 - $128.79 $37,992 - $44,947	-349 Reduced 8.98%	3,538 $421,000
Q3 2023 Nov 03, 2023	BUY	$111.47 - $127.75 $47,932 - $54,932	430 Added 12.44%	3,887 $448,000
Q2 2023 Jul 17, 2023	BUY	$104.93 - $113.59 $14,690 - $15,902	140 Added 4.22%	3,457 $386,000
Q1 2023 Apr 20, 2023	BUY	$107.0 - $120.6 $3,959 - $4,462	37 Added 1.13%	3,317 $380,000
Q3 2022 Oct 14, 2022	SELL	$112.21 - $139.16 $10,323 - $12,802	-92 Reduced 2.73%	3,280 $368,000
Q2 2022 Jul 18, 2022	SELL	$113.0 - $141.23 $28,928 - $36,154	-256 Reduced 7.06%	3,372 $384,000
Q3 2021 Oct 27, 2021	SELL	$106.73 - $118.19 $3,735 - $4,136	-35 Reduced 0.96%	3,628 $408,000
Q1 2021 May 06, 2021	BUY	$86.87 - $100.82 $8,426 - $9,779	97 Added 2.72%	3,663 $359,000
Q4 2020 Feb 04, 2021	SELL	$79.35 - $96.92 $41,103 - $50,204	-518 Reduced 12.68%	3,566 $332,000
Q3 2020 Oct 28, 2020	BUY	$71.63 - $79.77 $13,036 - $14,518	182 Added 4.66%	4,084 $326,000
Q2 2020 Jul 15, 2020	SELL	$59.55 - $80.32 $11,910 - $16,063	-200 Reduced 4.88%	3,902 $296,000
Q1 2020 Apr 27, 2020	SELL	$50.39 - $90.23 $4,988 - $8,932	-99 Reduced 2.36%	4,102 $258,000
Q4 2019 Jan 15, 2020	BUY	$81.89 - $86.49 $17,115 - $18,076	209 Added 5.24%	4,201 $357,000
Q3 2019 Nov 08, 2019	SELL	$79.72 - $86.58 $21,524 - $23,376	-270 Reduced 6.34%	3,992 $330,000
Q2 2019 Aug 07, 2019	SELL	$80.4 - $87.8 $73,807 - $80,600	-918 Reduced 17.72%	4,262 $362,000
Q1 2019 May 08, 2019	SELL	$63.97 - $80.2 $447 - $561	-7 Reduced 0.13%	5,180 $415,000
Q4 2018 Feb 14, 2019	BUY	$61.64 - $74.78 $168,770 - $204,747	2,738 Added 111.8%	5,187 $338,000
Q3 2018 Nov 13, 2018	BUY	$67.78 - $75.25 $165,993 - $184,287	2,449 New	2,449 $180,000
Q2 2018 Aug 13, 2018	SELL	$59.85 - $70.22 $303,439 - $356,015	-5,070 Closed	0 $0
Q1 2018 May 15, 2018	SELL	$59.84 - $70.01 $18,370 - $21,493	-307 Reduced 5.71%	5,070 $312,000
Q4 2017 Feb 09, 2018	SELL	$59.81 - $70.25 $127,215 - $149,421	-2,127 Reduced 28.34%	5,377 $366,000
Q3 2017 Oct 19, 2017	BUY	$54.24 - $60.35 $407,016 - $452,866	7,504	7,504 $450,000

Others Institutions Holding PAYX

# of Institutions

1,692

Shares Held

269M

Call Options Held

2.35M

Put Options Held

2.47M

View Full List

About PAYCHEX INC

Ticker PAYX
Exchange NASDAQ
Sector Industrials
Industry Staffing & Employment Services
Shares Outstandng 360,400,992
Market Cap $51.1B
Description
Paychex, Inc. provides integrated human capital management solutions for human resources (HR), payroll, benefits, and insurance services for small to medium-sized businesses in the United States, Europe, and India. It offers payroll processing services; payroll tax administration services; employee payment services; and regulatory compliance ser...

More about PAYX

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Avantax Planning Partners, Inc. Paychex Inc Transaction History