Ep Wealth Advisors, LLC Paychex Inc Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Paychex Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 37,625 shares of PAYX stock, worth $4.41 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

37,625

Previous 38,265 1.67%

Holding current value

$4.41 Million

Previous $5.9 Million 7.3%

% of portfolio

0.04%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$137.01 - $159.78 $87,686 - $102,259	-640 Reduced 1.67%	37,625 $5.47 Million
Q1 2025 May 15, 2025	BUY	$136.06 - $154.52 $485,189 - $551,018	3,566 Added 10.28%	38,265 $5.9 Million
Q4 2024 Feb 13, 2025	SELL	$135.86 - $148.73 $226,206 - $247,635	-1,665 Reduced 4.58%	34,699 $4.87 Million
Q3 2024 Nov 14, 2024	BUY	$116.17 - $135.19 $381,269 - $443,693	3,282 Added 9.92%	36,364 $4.88 Million
Q2 2024 Aug 19, 2024	BUY	$117.39 - $126.98 $92,738 - $100,314	790 Added 2.45%	33,082 $3.92 Million
Q1 2024 May 14, 2024	BUY	$116.84 - $124.71 $71,272 - $76,073	610 Added 1.93%	32,292 $3.97 Million
Q4 2023 Feb 28, 2024	BUY	$108.86 - $128.79 $273,565 - $323,649	2,513 Added 8.62%	31,682 $3.77 Million
Q3 2023 Nov 22, 2023	BUY	$111.47 - $127.75 $2.11 Million - $2.42 Million	18,907 Added 184.24%	29,169 $3.36 Million
Q2 2023 Aug 14, 2023	BUY	$104.93 - $113.59 $190,972 - $206,733	1,820 Added 21.56%	10,262 $1.15 Million
Q1 2023 Jun 05, 2023	BUY	$107.0 - $120.6 $903,294 - $1.02 Million	8,442 New	8,442 $967,000
Q4 2022 Jun 12, 2023	BUY	$108.09 - $125.98 $2.14 Million - $2.5 Million	19,837 Added 234.98%	28,279 $3.27 Million
Q1 2021 May 17, 2021	SELL	$86.87 - $100.82 $193,459 - $224,526	-2,227 Closed	0 $0
Q4 2020 Feb 18, 2021	SELL	$79.35 - $96.92 $26,423 - $32,274	-333 Reduced 13.01%	2,227 $208,000
Q3 2020 Nov 17, 2020	SELL	$71.63 - $79.77 $8,595 - $9,572	-120 Reduced 4.48%	2,560 $204,000
Q2 2020 Aug 14, 2020	BUY	$59.55 - $80.32 $159,594 - $215,257	2,680 New	2,680 $203,000
Q1 2020 May 18, 2020	SELL	$50.39 - $90.23 $183,218 - $328,076	-3,636 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$81.89 - $86.49 $56,831 - $60,024	694 Added 23.59%	3,636 $309,000
Q2 2019 Aug 27, 2019	BUY	$80.4 - $87.8 $236,536 - $258,307	2,942 New	2,942 $242,000

Others Institutions Holding PAYX

# of Institutions

1,880

Shares Held

277M

Call Options Held

1.89M

Put Options Held

1.93M

View Full List

About PAYCHEX INC

Ticker PAYX
Exchange NASDAQ
Sector Industrials
Industry Staffing & Employment Services
Shares Outstandng 360,400,992
Market Cap $42.2B
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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Ep Wealth Advisors, LLC Paychex Inc Transaction History