JP Morgan Private 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
2023
Q3
$411K Sell
2023
Q2
$702K Buy
2023
Q1
$684K Buy
2022
Q4
$662K Sell
2022
Q3
$1.03M Sell
2022
Q2
$787K Sell
2022
Q1
$976K Buy
2021
Q4
$1.1M Buy
2021
Q3
$1.29M Buy
2021
Q2
$777K Buy
2021
Q1
$504K Buy
2020
Q4
$448K Buy
2020
Q3
$332K Sell
2020
Q2
$329K Buy