Wealthspire Advisors, LLC Paychex Inc Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Paychex Inc stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 13,913 shares of PAYX stock, worth $1.97 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,913

Previous 13,664 1.82%

Holding current value

$1.97 Million

Previous $1.62 Million 15.25%

% of portfolio

0.02%

Previous 0.02%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$116.17 - $135.19 $28,926 - $33,662	249 Added 1.82%	13,913 $1.87 Million
Q2 2024 Aug 08, 2024	SELL	$117.39 - $126.98 $26,647 - $28,824	-227 Reduced 1.63%	13,664 $1.62 Million
Q1 2024 May 06, 2024	SELL	$116.84 - $124.71 $60,406 - $64,475	-517 Reduced 3.59%	13,891 $1.71 Million
Q4 2023 Feb 06, 2024	BUY	$108.86 - $128.79 $34,508 - $40,826	317 Added 2.25%	14,408 $1.72 Million
Q3 2023 Nov 06, 2023	BUY	$111.47 - $127.75 $43,919 - $50,333	394 Added 2.88%	14,091 $1.63 Million
Q2 2023 Jul 31, 2023	BUY	$104.93 - $113.59 $11,752 - $12,722	112 Added 0.82%	13,697 $1.53 Million
Q1 2023 May 09, 2023	SELL	$107.0 - $120.6 $197,843 - $222,989	-1,849 Reduced 11.98%	13,585 $1.56 Million
Q4 2022 Feb 13, 2023	BUY	$108.09 - $125.98 $115,980 - $135,176	1,073 Added 7.47%	15,434 $1.78 Million
Q3 2022 Nov 14, 2022	BUY	$112.21 - $139.16 $10,435 - $12,941	93 Added 0.65%	14,361 $1.61 Million
Q2 2022 Aug 09, 2022	BUY	$113.0 - $141.23 $1.18 Million - $1.47 Million	10,431 Added 271.85%	14,268 $1.63 Million
Q1 2022 May 09, 2022	SELL	$111.6 - $136.89 $302,659 - $371,245	-2,712 Reduced 41.41%	3,837 $524,000
Q4 2021 Feb 14, 2022	SELL	$115.01 - $137.38 $33,927 - $40,527	-295 Reduced 4.31%	6,549 $894,000
Q3 2021 Nov 15, 2021	BUY	$106.73 - $118.19 $363,095 - $402,082	3,402 Added 98.84%	6,844 $770,000
Q2 2021 Aug 13, 2021	SELL	$94.81 - $107.54 $839,732 - $952,481	-8,857 Reduced 72.01%	3,442 $369,000
Q1 2021 May 17, 2021	BUY	$86.87 - $100.82 $306,998 - $356,297	3,534 Added 40.32%	12,299 $1.21 Million
Q4 2020 Feb 16, 2021	BUY	$79.35 - $96.92 $307,084 - $375,080	3,870 Added 79.06%	8,765 $817,000
Q3 2020 Nov 16, 2020	BUY	$71.63 - $79.77 $18,265 - $20,341	255 Added 5.5%	4,895 $390,000
Q2 2020 Aug 14, 2020	SELL	$59.55 - $80.32 $257,672 - $347,544	-4,327 Reduced 48.25%	4,640 $351,000
Q1 2020 May 12, 2020	BUY	$50.39 - $90.23 $451,847 - $809,092	8,967 New	8,967 $564,000
Q1 2019 May 08, 2019	SELL	$63.97 - $80.2 $42,028 - $52,691	-657 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$61.64 - $74.78 $40,497 - $49,130	657 New	657 $43,000

Others Institutions Holding PAYX

# of Institutions

1,693

Shares Held

268M

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 $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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Wealthspire Advisors, LLC Paychex Inc Transaction History