Creative Planning’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 | $815K | Buy |
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|
2025
Q2 | $432K | Sell |
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|
2025
Q1 | $513K | Buy |
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|
2024
Q4 | $347K | Buy |
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|
2024
Q3 | $267K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $199 | Sell |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $317K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $3K | Buy |
|