Cherry Tree Wealth Management’s Paylocity PCTY Stock Holding History

Cherry Tree Wealth Management’s Portfolio PCTY Stock Details PCTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.89K	Hold
2025 Q1	$5.06K	Hold
2024 Q4	$5.39K	Hold
2024 Q3	$4.46K	Hold
2024 Q2	$3.56K	Hold
2024 Q1	$4.64K	Hold
2023 Q4	$4.45K	Hold
2023 Q3	$4.91K	Hold
2023 Q2	$4.98K	Buy