Icon Wealth Advisors’s Paylocity PCTY Stock Holding History

Icon Wealth Advisors’s Portfolio PCTY Stock Details PCTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$107K	Sell
2025 Q2	$164K	Sell
2025 Q1	$186K	Sell
2024 Q4	$360K	Sell
2024 Q3	$308K	Sell
2024 Q2	$393K	Sell
2024 Q1	$535K	Sell
2023 Q4	$549K	Buy
2022 Q4	$905K	Sell
2022 Q3	$1.19M	Buy