Carson Wealth (CWM LLC)’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 | $1.88M | Buy |
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|
2025
Q2 | $1.24M | Buy |
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|
2025
Q1 | $357K | Buy |
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|
2024
Q4 | $123K | Buy |
|
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|
2024
Q3 | $95K | Buy |
|
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|
2024
Q2 | $73K | Buy |
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|
2024
Q1 | $47K | Sell |
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|
2023
Q4 | $61K | Sell |
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|
2023
Q3 | $75K | Buy |
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|
2023
Q2 | $64K | Sell |
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|
2023
Q1 | $90K | Sell |
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|
2022
Q4 | $97K | Buy |
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|
2022
Q3 | $120K | Buy |
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|
2022
Q2 | $75K | Buy |
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|
2022
Q1 | $14K | Buy |
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|
2021
Q4 | $0 | Buy |
|