Intrinsic Value Partners’s Paycom PAYC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.45M	Sell	10,575 -40	-0.4%	-$9.26K	2.18%	14
2025 Q1	$2.32M	Buy	10,615 +100	+1%	+$21.8K	2.29%	14
2024 Q4	$2.16M	Sell	10,515 -240	-2%	-$49.2K	2.16%	15
2024 Q3	$1.79M	Buy	+10,755	New	+$1.79M	1.79%	16