B. Riley Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $446 | Buy |
3,921
+2,181
| +125% | +$248 | ﹤0.01% | 436 |
|
|
2022
Q1 | $237K | Sell |
1,740
-476
| -21% | -$64.8K | 0.02% | 512 |
|
|
2021
Q4 | $302K | Buy |
2,216
+33
| +2% | +$4.5K | 0.02% | 476 |
|
|
2021
Q3 | $245K | Buy |
+2,183
| New | +$245K | 0.02% | 504 |
|
|
2015
Q3 | – | Sell |
-891
| Closed | -$41K | – | 576 |
|
|
2015
Q2 | $41K | Buy |
891
+6
| +0.7% | +$276 | 0.03% | 453 |
|
|
2015
Q1 | $43K | Sell |
885
-493
| -36% | -$24K | 0.03% | 433 |
|
|
2014
Q4 | $63K | Buy |
1,378
+506
| +58% | +$23.1K | 0.05% | 351 |
|
|
2014
Q3 | $38K | Buy |
872
+7
| +0.8% | +$305 | 0.03% | 466 |
|
|
2014
Q2 | $35K | Buy |
865
+7
| +0.8% | +$283 | 0.02% | 539 |
|
|
2014
Q1 | $37K | Buy |
+858
| New | +$37K | 0.03% | 505 |
|