Cassady Schiller Wealth Management’s Paylocity PCTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$5.07M	Buy	25,406 +6	+0%	+$1.2K	1.86%	10
2024 Q3	$4.19M	Hold	25,400	–	–	1.53%	14
2024 Q2	$3.35M	Buy	+25,400	New	+$3.35M	1.36%	16