Geneos Wealth Management’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89K | Sell |
27
-6
| -18% | -$1.09K | ﹤0.01% | 2585 |
|
|
2025
Q1 | $16.1K | Buy |
33
+14
| +74% | +$6.84K | ﹤0.01% | 2420 |
|
|
2024
Q4 | $3.79K | Buy |
+19
| New | +$3.79K | ﹤0.01% | 2424 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$14K | – | 2676 |
|
|
2020
Q2 | $14K | Sell |
100
-200
| -67% | -$28K | ﹤0.01% | 1780 |
|
|
2020
Q1 | $27K | Sell |
300
-300
| -50% | -$27K | ﹤0.01% | 1389 |
|
|
2019
Q4 | $73K | Buy |
600
+100
| +20% | +$12.2K | ﹤0.01% | 1074 |
|
|
2019
Q3 | $47K | Hold |
500
| – | – | ﹤0.01% | 1214 |
|
|
2019
Q2 | $46K | Buy |
500
+200
| +67% | +$18.4K | ﹤0.01% | 1231 |
|
|
2019
Q1 | $26K | Buy |
+300
| New | +$26K | ﹤0.01% | 1454 |
|