Wealth Plan Partners, LLC Paychex Inc Transaction History

Wealth Plan Partners, LLC

$966 Billion
Q1 2024

A detailed history of Wealth Plan Partners, LLC transactions in Paychex Inc stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 1,934 shares of PAYX stock, worth $227,322. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,934

Previous 2,035 4.96%

Holding current value

$227,322

Previous $242 Million 2.03%

% of portfolio

0.02%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$116.84 - $124.71 $11,800 - $12,595	-101 Reduced 4.96%	1,934 $238 Million
Q4 2023 Jan 05, 2024	BUY	$108.86 - $128.79 $217 - $257	2 Added 0.1%	2,035 $242 Million
Q3 2023 Nov 01, 2023	BUY	$111.47 - $127.75 $7,245 - $8,303	65 Added 3.3%	2,033 $235 Million
Q2 2023 Jul 31, 2023	SELL	$104.93 - $113.59 $19,831 - $21,468	-189 Reduced 8.76%	1,968 $220 Million
Q1 2023 May 10, 2023	SELL	$107.0 - $120.6 $53,393 - $60,179	-499 Reduced 18.79%	2,157 $247 Million

Q4 2022 Feb 16, 2023	BUY	$108.09 - $125.98 $53,612 - $62,486	496 Added 22.96%	2,656 $303 Million
Q1 2022 May 03, 2022	SELL	$111.6 - $136.89 $57,027 - $69,950	-511 Reduced 19.13%	2,160 $274,000
Q4 2021 Feb 01, 2022	SELL	$115.01 - $137.38 $2,645 - $3,159	-23 Reduced 0.85%	2,671 $315,000
Q3 2021 Dec 09, 2021	BUY	$106.73 - $118.19 $4,269 - $4,727	40 Added 1.51%	2,694 $302,000
Q2 2021 Aug 19, 2021	SELL	$94.81 - $107.54 $59,161 - $67,104	-624 Reduced 19.04%	2,654 $310,000
Q4 2020 Feb 09, 2021	SELL	$79.35 - $96.92 $714 - $872	-9 Reduced 0.27%	3,278 $300,000
Q3 2020 Dec 18, 2020	SELL	$71.63 - $79.77 $4,369 - $4,865	-61 Reduced 1.82%	3,287 $297,000
Q2 2020 Aug 19, 2020	BUY	$59.55 - $80.32 $893 - $1,204	15 Added 0.45%	3,348 $249,000
Q1 2020 May 15, 2020	SELL	$50.39 - $90.23 $14,159 - $25,354	-281 Reduced 7.78%	3,333 $210,000
Q4 2019 Feb 14, 2020	BUY	$81.89 - $86.49 $5,977 - $6,313	73 Added 2.06%	3,614 $318,000
Q3 2019 Nov 15, 2019	SELL	$79.72 - $86.58 $40,418 - $43,896	-507 Reduced 12.52%	3,541 $296,000
Q2 2019 Aug 19, 2019	SELL	$80.4 - $87.8 $202,286 - $220,904	-2,516 Reduced 38.33%	4,048 $339,000
Q1 2019 May 16, 2019	SELL	$63.97 - $80.2 $27,507 - $34,486	-430 Reduced 6.15%	6,564 $558,000
Q4 2018 Feb 20, 2019	BUY	$61.64 - $74.78 $14,115 - $17,124	229 Added 3.39%	6,994 $530,000
Q3 2018 Nov 21, 2018	BUY	$67.78 - $75.25 $13,827 - $15,351	204 Added 3.11%	6,765 $456,000
Q2 2018 Aug 16, 2018	BUY	$59.85 - $70.22 $7,660 - $8,988	128 Added 1.99%	6,561 $448,000
Q1 2018 May 16, 2018	BUY	$59.84 - $70.01 $384,950 - $450,374	6,433 New	6,433 $396,000

Others Institutions Holding PAYX

# of Institutions

1,645

Shares Held

258M

Call Options Held

2.12M

Put Options Held

950K

View Full List

About PAYCHEX INC

Ticker PAYX
Exchange NASDAQ
Sector Industrials
Industry Staffing & Employment Services
Shares Outstandng 360,400,992
Market Cap $42.4B
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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Wealth Plan Partners, LLC Paychex Inc Transaction History