Mark Sheptoff Financial Planning’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.6K | Hold |
300
| – | – | 0.02% | 195 |
|
|
2025
Q1 | $46.3K | Hold |
300
| – | – | 0.03% | 175 |
|
|
2024
Q4 | $42.1K | Hold |
300
| – | – | 0.02% | 187 |
|
|
2024
Q3 | $40.3K | Hold |
300
| – | – | 0.02% | 184 |
|
|
2024
Q2 | $35.6K | Hold |
300
| – | – | 0.02% | 202 |
|
|
2024
Q1 | $36.8K | Hold |
300
| – | – | 0.02% | 190 |
|
|
2023
Q4 | $35.7K | Hold |
300
| – | – | 0.02% | 187 |
|
|
2023
Q3 | $34.6K | Hold |
300
| – | – | 0.02% | 173 |
|
|
2023
Q2 | $33.6K | Hold |
300
| – | – | 0.02% | 190 |
|
|
2023
Q1 | $34.4K | Hold |
300
| – | – | 0.02% | 177 |
|
|
2022
Q4 | $34.7K | Hold |
300
| – | – | 0.02% | 168 |
|
|
2022
Q3 | $34K | Hold |
300
| – | – | 0.02% | 167 |
|
|
2022
Q2 | $34K | Hold |
300
| – | – | 0.02% | 181 |
|
|
2022
Q1 | $41K | Hold |
300
| – | – | 0.02% | 189 |
|
|
2021
Q4 | $41K | Hold |
300
| – | – | 0.02% | 193 |
|
|
2021
Q3 | $34K | Hold |
300
| – | – | 0.02% | 202 |
|
|
2021
Q2 | $32K | Hold |
300
| – | – | 0.02% | 231 |
|
|
2021
Q1 | $29K | Sell |
300
-1,835
| -86% | -$177K | 0.02% | 207 |
|
|
2020
Q4 | $199K | Buy |
2,135
+1,835
| +612% | +$171K | 0.11% | 94 |
|
|
2020
Q3 | $24K | Buy |
300
+65
| +28% | +$5.2K | 0.01% | 183 |
|
|
2020
Q2 | $18K | Hold |
235
| – | – | 0.01% | 208 |
|
|
2020
Q1 | $15K | Hold |
235
| – | – | 0.01% | 197 |
|
|
2019
Q4 | $20K | Hold |
235
| – | – | 0.01% | 218 |
|
|
2019
Q3 | $19K | Buy |
+235
| New | +$19K | 0.01% | 217 |
|
|
2014
Q2 | – | Sell |
-200
| Closed | -$9K | – | 356 |
|
|
2014
Q1 | $9K | Buy |
+200
| New | +$9K | 0.01% | 289 |
|