Corient Private Wealth’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Buy
2,071
+838
+68% +$152K ﹤0.01% 1957
2025
Q1
$231K Buy
+1,233
New +$231K ﹤0.01% 1980