EverSource Wealth Advisors’s Paylocity PCTY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$84.3K Buy
465
+392
+537% +$71K ﹤0.01% 1294
2025
Q1
$13.7K Sell
73
-198
-73% -$37.1K ﹤0.01% 1921
2024
Q4
$54.1K Buy
271
+225
+489% +$44.9K ﹤0.01% 1157
2024
Q3
$7.59K Buy
46
+33
+254% +$5.44K ﹤0.01% 2017
2024
Q2
$1.95K Buy
13
+1
+8% +$150 ﹤0.01% 2559
2024
Q1
$1.86K Hold
12
﹤0.01% 2410
2023
Q4
$1.98K Sell
12
-2
-14% -$330 ﹤0.01% 2172
2023
Q3
$2.54K Buy
14
+8
+133% +$1.45K ﹤0.01% 1943
2023
Q2
$1.11K Hold
6
﹤0.01% 2188
2023
Q1
$1.19K Hold
6
﹤0.01% 2071
2022
Q4
$1.17K Hold
6
﹤0.01% 2047
2022
Q3
$1K Buy
+6
New +$1K ﹤0.01% 1864