Sheaff Brock Investment Advisors’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $227K | Buy |
1,470
+18
| +1% | +$2.78K | 0.02% | 375 |
|
|
2024
Q4 | $204K | Buy |
+1,452
| New | +$204K | 0.02% | 400 |
|
|
2022
Q2 | – | Sell |
-1,544
| Closed | -$211K | – | 522 |
|
|
2022
Q1 | $211K | Buy |
1,544
+1
| +0.1% | +$137 | 0.01% | 454 |
|
|
2021
Q4 | $211K | Sell |
1,543
-4,898
| -76% | -$670K | 0.01% | 470 |
|
|
2021
Q3 | $725K | Buy |
+6,441
| New | +$725K | 0.05% | 204 |
|
|
2017
Q1 | – | Sell |
-16,853
| Closed | -$1.03M | – | 633 |
|
|
2016
Q4 | $1.03M | Buy |
16,853
+329
| +2% | +$20K | 0.13% | 151 |
|
|
2016
Q3 | $956K | Buy |
16,524
+410
| +3% | +$23.7K | 0.13% | 154 |
|
|
2016
Q2 | $959K | Hold |
16,114
| – | – | 0.12% | 173 |
|
|
2016
Q1 | $870K | Buy |
16,114
+396
| +3% | +$21.4K | 0.11% | 184 |
|
|
2015
Q4 | $831K | Buy |
+15,718
| New | +$831K | 0.09% | 214 |
|