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GeoWealth Management’s Paylocity PCTY Stock Holding History

GeoWealth Management’s Portfolio PCTY Stock Details PCTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-101
Closed -$18.9K – 1272
2025
Q1 		$18.9K Sell
101
-3
-3% -$562 ﹤0.01% 974
2024
Q4 		$20.7K Buy
+104
New +$20.7K ﹤0.01% 1370