B. Riley Wealth Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $887K | Buy |
+6,099
| New | +$887K | 0.04% | 369 |
|
|
2024
Q4 | $1.13M | Sell |
8,054
-1,310
| -14% | -$184K | 0.04% | 415 |
|
|
2024
Q3 | $1.27M | Sell |
9,364
-2,282
| -20% | -$309K | 0.04% | 440 |
|
|
2024
Q2 | $1.38M | Sell |
11,646
-3,415
| -23% | -$405K | 0.04% | 438 |
|
|
2024
Q1 | $1.74M | Buy |
15,061
+2,638
| +21% | +$304K | 0.05% | 392 |
|
|
2023
Q4 | $1.48M | Sell |
12,423
-2,638
| -18% | -$314K | 0.04% | 429 |
|
|
2023
Q3 | $1.74M | Buy |
15,061
+4,288
| +40% | +$495K | 0.05% | 392 |
|
|
2023
Q2 | $1.21M | Buy |
10,773
+367
| +4% | +$41.1K | 0.03% | 505 |
|
|
2023
Q1 | $1.19M | Sell |
10,406
-4,733
| -31% | -$542K | 0.03% | 488 |
|
|
2022
Q4 | $1.75M | Buy |
15,139
+506
| +3% | +$58.5K | 0.05% | 372 |
|
|
2022
Q3 | $1.64M | Buy |
14,633
+3,094
| +27% | +$347K | 0.05% | 355 |
|
|
2022
Q2 | $1.32M | Sell |
11,539
-6,385
| -36% | -$728K | 0.06% | 336 |
|
|
2022
Q1 | $2.45M | Sell |
17,924
-349
| -2% | -$47.6K | 0.08% | 255 |
|
|
2021
Q4 | $2.5M | Buy |
18,273
+3,309
| +22% | +$452K | 0.07% | 299 |
|
|
2021
Q3 | $1.68M | Buy |
14,964
+485
| +3% | +$54.5K | 0.05% | 386 |
|
|
2021
Q2 | $1.55M | Sell |
14,479
-4,441
| -23% | -$477K | 0.05% | 397 |
|
|
2021
Q1 | $1.86M | Buy |
18,920
+13,473
| +247% | +$1.32M | 0.07% | 327 |
|
|
2020
Q4 | $508K | Sell |
5,447
-465
| -8% | -$43.4K | 0.03% | 539 |
|
|
2020
Q3 | $470K | Buy |
5,912
+405
| +7% | +$32.2K | 0.03% | 551 |
|
|
2020
Q2 | $418K | Buy |
5,507
+28
| +0.5% | +$2.13K | 0.03% | 516 |
|
|
2020
Q1 | $345K | Buy |
5,479
+802
| +17% | +$50.5K | 0.03% | 497 |
|
|
2019
Q4 | $398K | Buy |
4,677
+385
| +9% | +$32.8K | 0.03% | 500 |
|
|
2019
Q3 | $356K | Sell |
4,292
-2,169
| -34% | -$180K | 0.04% | 529 |
|
|
2019
Q2 | $532K | Buy |
6,461
+72
| +1% | +$5.93K | 0.06% | 356 |
|
|
2019
Q1 | $513K | Buy |
6,389
+1,308
| +26% | +$105K | 0.06% | 334 |
|
|
2018
Q4 | $332K | Sell |
5,081
-48
| -0.9% | -$3.14K | 0.05% | 406 |
|
|
2018
Q3 | $379K | Buy |
5,129
+55
| +1% | +$4.06K | 0.05% | 421 |
|
|
2018
Q2 | $348K | Sell |
5,074
-16
| -0.3% | -$1.1K | 0.05% | 413 |
|
|
2018
Q1 | $314K | Buy |
5,090
+198
| +4% | +$12.2K | 0.04% | 440 |
|
|
2017
Q4 | $334K | Sell |
4,892
-91
| -2% | -$6.21K | 0.05% | 411 |
|
|
2017
Q3 | $300K | Sell |
4,983
-99
| -2% | -$5.96K | 0.05% | 374 |
|
|
2017
Q2 | $290K | Buy |
5,082
+645
| +15% | +$36.8K | 0.05% | 373 |
|
|
2017
Q1 | $262K | Buy |
4,437
+68
| +2% | +$4.02K | 0.05% | 386 |
|
|
2016
Q4 | $267K | Buy |
4,369
+296
| +7% | +$18.1K | 0.05% | 374 |
|
|
2016
Q3 | $237K | Buy |
+4,073
| New | +$237K | 0.05% | 484 |
|
|
2016
Q2 | – | Sell |
-3,906
| Closed | -$211K | – | 640 |
|
|
2016
Q1 | $211K | Buy |
+3,906
| New | +$211K | 0.05% | 460 |
|
|
2015
Q1 | – | Sell |
-726
| Closed | -$34 | – | 1547 |
|
|
2014
Q4 | $34 | Buy |
+726
| New | +$34 | ﹤0.01% | 2289 |
|
|
2014
Q3 | – | Sell |
-913
| Closed | -$37.9K | – | 1509 |
|
|
2014
Q2 | $37.9K | Buy |
+913
| New | +$37.9K | 0.01% | 1152 |
|