Icon Wealth Advisors’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $107K | Sell |
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|
2025
Q2 | $164K | Sell |
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|
2025
Q1 | $186K | Sell |
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|
2024
Q4 | $360K | Sell |
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|
2024
Q3 | $308K | Sell |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $535K | Sell |
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|
2023
Q4 | $549K | Buy |
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|
2022
Q4 | $905K | Sell |
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|
2022
Q3 | $1.19M | Buy |
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