EVERCORE WEALTH MANAGEMENT, LLC – Paychex, Inc. Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$1.18M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-1.46%
quarter
Paychex, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -14.56% | -1.80K shares | -223K | $112.21 | 10.59K |
| Q2 2022 | share | Decrease | -2.58% | -328 shares | -325K | $113.87 | 12.4K |
| Q1 2022 | share | Increase | +17.53% | 1.89K shares | 259K | $136.47 | 12.72K |
| Q4 2021 | share | Decrease | -0.46% | -50 shares | 255K | $136.45 | 10.83K |
| Q3 2021 | share | 0.00% | 0 shares | 56K | $111.85 | 10.88K | |
| Q2 2021 | share | Decrease | -0.38% | -42 shares | 97K | $106.11 | 10.88K |
| Q1 2021 | share | Increase | +0.76% | 82 shares | 60K | $96.29 | 10.92K |
| Q4 2020 | share | Increase | +9.38% | 930 shares | 219K | $90.89 | 10.84K |
| Q3 2020 | share | Decrease | -0.97% | -97 shares | 33K | $77.23 | 9.91K |
| Q2 2020 | share | 0.00% | 0 shares | 129K | $72.71 | 10.00K | |
| Q1 2020 | share | Decrease | -0.75% | -76 shares | -229K | $59.81 | 10.00K |
| Q4 2019 | share | Decrease | -0.29% | -29 shares | 21K | $80.27 | 10.08K |
| Q3 2019 | share | Decrease | -0.31% | -31 shares | 2K | $77.54 | 10.11K |
| Q2 2019 | share | Decrease | -1.01% | -104 shares | 13K | $76.52 | 10.14K |
| Q1 2019 | share | Increase | +10.92% | 1.00K shares | 220K | $74.03 | 10.24K |
| Q4 2018 | share | Increase | +0.41% | 38 shares | -76K | $59.66 | 9.23K |
| Q3 2018 | share | Increase | +0.41% | 38 shares | 52K | $66.88 | 9.2K |
| Q2 2018 | share | 0.00% | 0 shares | 61K | $61.57 | 9.16K | |
| Q1 2018 | share | Decrease | -28.49% | -3.65K shares | -307K | $54.98 | 9.16K |
| Q4 2017 | share | Decrease | -1.91% | -250 shares | 88K | $60.33 | 12.81K |
| Q3 2017 | share | Decrease | -0.74% | -97 shares | 35K | $52.72 | 13.06K |
| Q2 2017 | share | Decrease | -6.70% | -945 shares | -81K | $49.63 | 13.15K |
| Q1 2017 | share | Decrease | -6.36% | -958 shares | -87K | $50.94 | 14.10K |
| Q4 2016 | share | Increase | +46.65% | 4.79K shares | 323K | $52.26 | 15.06K |
| Q3 2016 | share | Decrease | -1.52% | -158 shares | -26K | $49.26 | 10.27K |
| Q2 2016 | share | Increase | +1.77% | 181 shares | 66K | $50.26 | 10.42K |
| Q1 2016 | share | Decrease | -25.57% | -3.52K shares | -175K | $45.25 | 10.24K |