Icon Wealth Advisors’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Sell |
905
-88
| -9% | -$15.9K | 0.01% | 407 |
|
|
2025
Q1 | $186K | Sell |
993
-814
| -45% | -$152K | 0.02% | 366 |
|
|
2024
Q4 | $360K | Sell |
1,807
-58
| -3% | -$11.6K | 0.03% | 267 |
|
|
2024
Q3 | $308K | Sell |
1,865
-755
| -29% | -$125K | 0.03% | 293 |
|
|
2024
Q2 | $393K | Sell |
2,620
-492
| -16% | -$73.8K | 0.04% | 242 |
|
|
2024
Q1 | $535K | Sell |
3,112
-216
| -6% | -$37.1K | 0.05% | 196 |
|
|
2023
Q4 | $549K | Buy |
+3,328
| New | +$549K | 0.06% | 175 |
|
|
2022
Q4 | $905K | Sell |
4,658
-278
| -6% | -$54K | 0.1% | 142 |
|
|
2022
Q3 | $1.19M | Buy |
+4,936
| New | +$1.19M | 0.14% | 117 |
|