Paychex shares owned by Creative Planning
Historical chart of Creative Planning investment in Paychex
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All positions including Paychex held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Paychex by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $13M | 110k | 119.11 |
| 2023-09-30 | $13M | 110k | 115.33 |
| 2023-06-30 | $12M | 104k | 111.87 |
| 2023-03-31 | $12M | 103k | 114.59 |
| 2022-12-31 | $12M | 104k | 115.56 |
| 2022-09-30 | $12M | 103k | 112.21 |
| 2022-06-30 | $12M | 104k | 113.87 |
| 2022-03-31 | $14M | 99k | 136.47 |
| 2021-12-31 | $13M | 97k | 136.50 |
| 2021-09-30 | $12M | 110k | 112.45 |
| 2021-06-30 | $13M | 117k | 107.30 |
| 2021-03-31 | $11M | 107k | 98.02 |
| 2020-12-31 | $9.6M | 103k | 93.18 |
| 2020-09-30 | $6.2M | 78k | 79.77 |
| 2020-06-30 | $5.8M | 77k | 75.75 |
| 2020-03-31 | $5.2M | 83k | 62.92 |
| 2019-12-31 | $7.6M | 90k | 85.06 |
| 2019-09-30 | $7.5M | 91k | 82.77 |
| 2019-06-30 | $7.6M | 93k | 82.29 |
| 2019-03-31 | $7.0M | 87k | 80.19 |
| 2018-12-31 | $5.6M | 86k | 65.15 |
| 2018-09-30 | $5.9M | 80k | 73.64 |
| 2018-06-30 | $2.7M | 39k | 68.36 |
| 2018-03-31 | $2.4M | 39k | 61.59 |
| 2017-12-31 | $2.7M | 39k | 68.09 |
| 2017-09-30 | $2.0M | 34k | 59.96 |
| 2017-06-30 | $1.7M | 31k | 56.94 |
| 2017-03-31 | $1.8M | 30k | 58.91 |
| 2016-12-31 | $1.7M | 28k | 60.88 |
| 2016-09-30 | $1.4M | 25k | 57.87 |
| 2016-06-30 | $1.3M | 22k | 59.51 |
| 2016-03-31 | $1.0M | 19k | 54.04 |
| 2015-12-31 | $975k | 18k | 52.88 |
| 2015-09-30 | $776k | 16k | 47.62 |
| 2015-06-30 | $732k | 16k | 46.90 |
| 2015-03-31 | $852k | 17k | 49.62 |
| 2014-12-31 | $829k | 18k | 46.19 |
| 2014-09-30 | $984k | 22k | 44.19 |
| 2014-06-30 | $1.0M | 25k | 41.57 |
| 2014-03-31 | $1.2M | 28k | 42.62 |
| 2013-12-31 | $1.5M | 32k | 45.53 |
| 2013-09-30 | $1.3M | 31k | 40.63 |
| 2013-06-30 | $1.1M | 31k | 36.51 |
| 2012-12-31 | $948k | 31k | 31.09 |
| 2012-09-30 | $961k | 29k | 33.29 |
| 2012-06-30 | $852k | 27k | 31.40 |
| 2011-12-31 | $139k | 4.6k | 30.02 |