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Paychex shares owned by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter-by-quarter ownership of Paychex (PAYX) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management from 13F filings

Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in Paychex

Tip: Access up to 7 years of quarterly data

All positions including Paychex held by Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Paychex by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 12k 121.97
2023-12-31 $1.5M 13k 121.89
2023-09-30 $1.4M 13k 112.19
2023-06-30 $1.5M 12k 122.99
2023-03-31 $1.4M 12k 108.62
2022-12-31 $1.4M 13k 113.03
2022-09-30 $1.4M 13k 112.18
2022-06-30 $1.5M 13k 116.81
2022-03-31 $1.8M 13k 139.27
2021-12-31 $1.5M 13k 118.78
2021-09-30 $1.6M 13k 123.16
2021-06-30 $1.5M 13k 111.86
2021-03-31 $1.3M 13k 99.11
2020-12-31 $1.2M 14k 88.34
2020-09-30 $1.3M 14k 91.55
2020-06-30 $1.0M 14k 73.54
2020-03-31 $968k 14k 69.83
2019-12-31 $1.2M 14k 87.75
2019-09-30 $1.1M 14k 83.90
2019-06-30 $1.2M 14k 85.25
2019-03-31 $1.1M 14k 80.22
2018-12-31 $875k 13k 65.14
2018-09-30 $985k 13k 73.63
2018-06-30 $923k 13k 69.00
2018-03-31 $810k 13k 60.55
2017-12-31 $924k 14k 68.06
2017-09-30 $821k 14k 59.92
2017-06-30 $723k 13k 56.92
2017-03-31 $758k 13k 58.86
2016-12-31 $850k 14k 60.88
2016-09-30 $746k 13k 57.82
2016-06-30 $708k 12k 59.49
2016-03-31 $628k 12k 53.94

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Costco Wholesale Corporation (COST)
Ishares Tr Short Treas Bd (SHV)
Stellar Bancorp Ord (STEL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

Top funds holding Paychex

Vanguard Group
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Charles Schwab Investment Management
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Select Equity
Royal Bank of Canada
Barclays
CalPERS
Ubs Global Asset Management Americas
UBS Group
Dimensional Fund Advisors
Bahl & Gaynor

View all funds holding Paychex