Carson Wealth (CWM LLC)
PYCR

Carson Wealth (CWM LLC)’s Paycor HCM, Inc. Common Stock PYCR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PYCR Stock Details PYCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-40,553
Closed -$910K – 5379
2025
Q1 		$910K Sell
40,553
-337
-0.8% -$7.46K ﹤0.01% 1184
2024
Q4 		$759K Buy
40,890
+27,755
+211% +$463K ﹤0.01% 1216
2024
Q3 		$186K Buy
13,135
+10,750
+451% +$143K ﹤0.01% 1793
2024
Q2 		$30K Buy
2,385
+2,158
+951% +$32.3K ﹤0.01% 2844
2024
Q1 		$4K Sell
227
-242
-52% -$4.84K ﹤0.01% 3806
2023
Q4 		$10K Sell
469
-216
-32% -$4.69K ﹤0.01% 3215
2023
Q3 		$16K Sell
685
-44
-6% -$1.05K ﹤0.01% 2859
2023
Q2 		$17K Buy
729
+693
+1,925% +$16.2K ﹤0.01% 2763
2023
Q1 		$1K Sell
36
-69
-66% -$1.71K ﹤0.01% 3969
2022
Q4 		$3K Buy
105
+93
+775% +$2.58K ﹤0.01% 3472
2022
Q3 		$0 Hold
12
– – ﹤0.01% 4232
2022
Q2 		$0 Buy
+12
New +$306 ﹤0.01% 4140

Other funds holding PYCR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PYCR Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Paycor HCM, Inc. Common Stock (PYCR) in Q2 2025, closing a stake of 40,553 shares — an estimated $910K sold.

Carson Wealth (CWM LLC) first reported a position in PYCR in Q2 2022 and held it in 12 quarters. The position peaked at $910K in Q1 2025. 3 funds tracked by Wall St. Rank hold PYCR as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Paycor HCM, Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 40,553 Paycor HCM, Inc. Common Stock shares in Q2 2025, an estimated $910K.
  • Carson Wealth (CWM LLC) first reported a position in Paycor HCM, Inc. Common Stock in Q2 2022 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s Paycor HCM, Inc. Common Stock position peaked at $910K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held Paycor HCM, Inc. Common Stock as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.