SHFA
SC&H Financial Advisors’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Sell |
5,802
-100
| -2% | -$14.5K | 0.14% | 77 |
|
|
2025
Q1 | $910K | Hold |
5,902
| – | – | 0.18% | 68 |
|
|
2024
Q4 | $828K | Sell |
5,902
-1,548
| -21% | -$217K | 0.17% | 72 |
|
|
2024
Q3 | $1,000K | Sell |
7,450
-400
| -5% | -$53.7K | 0.22% | 63 |
|
|
2024
Q2 | $931K | Sell |
7,850
-872
| -10% | -$103K | 0.23% | 62 |
|
|
2024
Q1 | $1.07M | Sell |
8,722
-1,220
| -12% | -$150K | 0.28% | 55 |
|
|
2023
Q4 | $1.18M | Sell |
9,942
-81
| -0.8% | -$9.65K | 0.34% | 48 |
|
|
2023
Q3 | $1.16M | Sell |
10,023
-56
| -0.6% | -$6.46K | 0.38% | 48 |
|
|
2023
Q2 | $1.13M | Buy |
10,079
+1
| +0% | +$112 | 0.37% | 51 |
|
|
2023
Q1 | $1.15M | Buy |
10,078
+708
| +8% | +$81.1K | 0.42% | 48 |
|
|
2022
Q4 | $1.08M | Sell |
9,370
-360
| -4% | -$41.6K | 0.45% | 52 |
|
|
2022
Q3 | $1.09M | Sell |
9,730
-1,562
| -14% | -$175K | 0.55% | 41 |
|
|
2022
Q2 | $1.29M | Buy |
11,292
+3,329
| +42% | +$379K | 0.6% | 37 |
|
|
2022
Q1 | $1.09M | Sell |
7,963
-190
| -2% | -$25.9K | 0.52% | 41 |
|
|
2021
Q4 | $1.11M | Buy |
+8,153
| New | +$1.11M | 0.61% | 39 |
|