Bell Investment Advisors’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36K | Buy |
13
+4
| +44% | +$725 | ﹤0.01% | 1309 |
|
|
2025
Q1 | $1.69K | Buy |
9
+4
| +80% | +$750 | ﹤0.01% | 1366 |
|
|
2024
Q4 | $998 | Hold |
5
| – | – | ﹤0.01% | 1586 |
|
|
2024
Q3 | $825 | Buy |
5
+3
| +150% | +$495 | ﹤0.01% | 1646 |
|
|
2024
Q2 | $264 | Hold |
2
| – | – | ﹤0.01% | 1905 |
|
|
2024
Q1 | $344 | Hold |
2
| – | – | ﹤0.01% | 1879 |
|
|
2023
Q4 | $330 | Sell |
2
-44
| -96% | -$7.26K | ﹤0.01% | 1886 |
|
|
2023
Q3 | $8.36K | Buy |
46
+2
| +5% | +$363 | ﹤0.01% | 583 |
|
|
2023
Q2 | $8.12K | Buy |
44
+38
| +633% | +$7.01K | ﹤0.01% | 595 |
|
|
2023
Q1 | $1.19K | Hold |
6
| – | – | ﹤0.01% | 1486 |
|
|
2022
Q4 | $1.17K | Hold |
6
| – | – | ﹤0.01% | 1512 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1518 |
|
|
2022
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1535 |
|