JNBA Financial 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 | $5.24K | Hold |
36
| – | – | ﹤0.01% | 538 |
|
|
2025
Q1 | $5.56K | Hold |
36
| – | – | ﹤0.01% | 531 |
|
|
2024
Q4 | $5.05K | Hold |
36
| – | – | ﹤0.01% | 542 |
|
|
2024
Q3 | $4.83K | Hold |
36
| – | – | ﹤0.01% | 555 |
|
|
2024
Q2 | $4.27K | Hold |
36
| – | – | ﹤0.01% | 536 |
|
|
2024
Q1 | $4.42K | Hold |
36
| – | – | ﹤0.01% | 550 |
|
|
2023
Q4 | $4.29K | Sell |
36
-16
| -31% | -$1.91K | ﹤0.01% | 550 |
|
|
2023
Q3 | $6K | Buy |
52
+45
| +643% | +$5.19K | ﹤0.01% | 519 |
|
|
2023
Q2 | $784 | Hold |
7
| – | – | ﹤0.01% | 672 |
|
|
2023
Q1 | $803 | Buy |
+7
| New | +$803 | ﹤0.01% | 679 |
|
|
2022
Q1 | – | Sell |
-41
| Closed | -$6K | – | 801 |
|
|
2021
Q4 | $6K | Sell |
41
-232
| -85% | -$34K | ﹤0.01% | 588 |
|
|
2021
Q3 | $31K | Buy |
+273
| New | +$31K | ﹤0.01% | 354 |
|
|
2019
Q4 | – | Sell |
-39
| Closed | -$3K | – | 619 |
|
|
2019
Q3 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 522 |
|
|
2018
Q4 | – | Sell |
-6,311
| Closed | -$465K | – | 675 |
|
|
2018
Q3 | $465K | Buy |
+6,311
| New | +$465K | 0.21% | 81 |
|
|
2016
Q4 | – | Sell |
-4,442
| Closed | -$257K | – | 1079 |
|
|
2016
Q3 | $257K | Buy |
+4,442
| New | +$257K | 0.04% | 189 |
|