A detailed history of Bergan Kdv Wealth Management, LLC transactions in Paychex Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 264 shares of PAYX stock, worth $37,326. This represents 0.0% of its overall portfolio holdings.

Number of Shares
264
Previous 336 21.43%
Holding current value
$37,326
Previous $38,000 23.68%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$104.93 - $113.59 $7,554 - $8,178
-72 Reduced 21.43%
264 $29,000
Q1 2023

Apr 27, 2023

BUY
$107.0 - $120.6 $7,597 - $8,562
71 Added 26.79%
336 $38,000
Q4 2022

Jan 31, 2023

SELL
$108.09 - $125.98 $216 - $251
-2 Reduced 0.75%
265 $30,000
Q3 2022

Oct 24, 2022

BUY
$112.21 - $139.16 $561 - $695
5 Added 1.91%
267 $30,000
Q2 2022

Jul 13, 2022

SELL
$113.0 - $141.23 $1,469 - $1,835
-13 Reduced 4.73%
262 $30,000
Q1 2022

May 09, 2022

BUY
$111.6 - $136.89 $9,486 - $11,635
85 Added 44.74%
275 $38,000
Q3 2021

Nov 12, 2021

BUY
$106.73 - $118.19 $20,278 - $22,456
190 New
190 $21,000
Q2 2020

Aug 13, 2020

SELL
$59.55 - $80.32 $833 - $1,124
-14 Closed
0 $0
Q4 2019

Feb 10, 2020

SELL
$81.89 - $86.49 $1,228 - $1,297
-15 Reduced 51.72%
14 $1,000
Q1 2019

May 09, 2019

BUY
$63.97 - $80.2 $959 - $1,203
15 Added 107.14%
29 $2,000
Q4 2018

Feb 01, 2019

BUY
$61.64 - $74.78 $862 - $1,046
14 New
14 $1,000

Others Institutions Holding PAYX

About PAYCHEX INC


  • Ticker PAYX
  • Exchange NASDAQ
  • Sector Industrials
  • Industry Staffing & Employment Services
  • Shares Outstandng 360,400,992
  • Market Cap $51B
  • 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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