Cornerstone Planning Group’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$72.3K Buy
2025
Q2
$2.36K Sell
2025
Q1
$3.87K Buy
2024
Q4
$3.69K Hold
2024
Q3
$3.17K Hold
2024
Q2
$2.75K Sell
2024
Q1
$7.54K Sell
2023
Q4
$8.41K Hold
2023
Q3
$9.27K Sell
2023
Q2
$13.3K Buy
2022
Q4
$2.74K Buy