Edgestream Partners’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.12M | Buy |
+50,331
| New | +$9.12M | 0.25% | 94 |
|
|
2024
Q4 | – | Sell |
-10,837
| Closed | -$1.79M | – | 1032 |
|
|
2024
Q3 | $1.79M | Buy |
10,837
+7,475
| +222% | +$1.23M | 0.08% | 435 |
|
|
2024
Q2 | $443K | Buy |
+3,362
| New | +$443K | 0.02% | 687 |
|
|
2023
Q1 | – | Sell |
-5,479
| Closed | -$1.06M | – | 627 |
|
|
2022
Q4 | $1.06M | Buy |
+5,479
| New | +$1.06M | 0.12% | 255 |
|