Bartlett & Co Wealth Management’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.8K | Sell |
159
-5
| -3% | -$906 | ﹤0.01% | 750 |
|
|
2025
Q1 | $30.7K | Buy |
164
+14
| +9% | +$2.62K | ﹤0.01% | 742 |
|
|
2024
Q4 | $29.9K | Hold |
150
| – | – | ﹤0.01% | 741 |
|
|
2024
Q3 | $24.7K | Hold |
150
| – | – | ﹤0.01% | 783 |
|
|
2024
Q2 | $19.8K | Hold |
150
| – | – | ﹤0.01% | 818 |
|
|
2024
Q1 | $25.8K | Hold |
150
| – | – | ﹤0.01% | 783 |
|
|
2023
Q4 | $25.1K | Hold |
150
| – | – | ﹤0.01% | 833 |
|
|
2023
Q3 | $27.3K | Hold |
150
| – | – | ﹤0.01% | 755 |
|
|
2023
Q2 | $27.7K | Hold |
150
| – | – | ﹤0.01% | 761 |
|
|
2023
Q1 | $29.8K | Hold |
150
| – | – | ﹤0.01% | 647 |
|
|
2022
Q4 | $29.1K | Hold |
150
| – | – | ﹤0.01% | 659 |
|
|
2022
Q3 | $36.2K | Sell |
150
-13
| -8% | -$3.14K | ﹤0.01% | 615 |
|
|
2022
Q2 | $28.4K | Buy |
163
+13
| +9% | +$2.27K | ﹤0.01% | 673 |
|
|
2022
Q1 | $30.9K | Buy |
+150
| New | +$30.9K | ﹤0.01% | 664 |
|
|
2021
Q4 | – | Sell |
-150
| Closed | -$42.1K | – | 741 |
|
|
2021
Q3 | $42.1K | Buy |
+150
| New | +$42.1K | ﹤0.01% | 535 |
|