Bradley Foster & Sargent’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.82M Hold
2025
Q1
$1.88M Hold
2024
Q4
$2M Sell
2024
Q3
$1.66M Buy
2024
Q2
$791K Sell
2024
Q1
$2.82M Buy
2023
Q4
$1.68M Buy
2023
Q3
$1.65M Hold
2023
Q2
$1.65M Buy
2023
Q1
$1.41M Buy
2022
Q4
$723K Sell
2022
Q3
$926K Sell
2022
Q2
$1.25M Buy
2022
Q1
$910K Buy