Carson Wealth (CWM LLC)’s Paylocity PCTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
6,822
+4,916
| +258% | +$891K | ﹤0.01% | 1150 |
|
|
2025
Q1 | $357K | Buy |
1,906
+1,288
| +208% | +$241K | ﹤0.01% | 1587 |
|
|
2024
Q4 | $123K | Buy |
618
+44
| +8% | +$8.76K | ﹤0.01% | 2151 |
|
|
2024
Q3 | $95K | Buy |
574
+17
| +3% | +$2.81K | ﹤0.01% | 2224 |
|
|
2024
Q2 | $73K | Buy |
557
+283
| +103% | +$37.1K | ﹤0.01% | 2202 |
|
|
2024
Q1 | $47K | Sell |
274
-95
| -26% | -$16.3K | ﹤0.01% | 2328 |
|
|
2023
Q4 | $61K | Sell |
369
-43
| -10% | -$7.11K | ﹤0.01% | 2051 |
|
|
2023
Q3 | $75K | Buy |
412
+63
| +18% | +$11.5K | ﹤0.01% | 1816 |
|
|
2023
Q2 | $64K | Sell |
349
-102
| -23% | -$18.7K | ﹤0.01% | 1819 |
|
|
2023
Q1 | $90K | Sell |
451
-47
| -9% | -$9.38K | ﹤0.01% | 1547 |
|
|
2022
Q4 | $97K | Buy |
498
+1
| +0.2% | +$195 | ﹤0.01% | 1393 |
|
|
2022
Q3 | $120K | Buy |
497
+69
| +16% | +$16.7K | ﹤0.01% | 1263 |
|
|
2022
Q2 | $75K | Buy |
428
+359
| +520% | +$62.9K | ﹤0.01% | 1436 |
|
|
2022
Q1 | $14K | Buy |
69
+68
| +6,800% | +$13.8K | ﹤0.01% | 2300 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 3589 |
|