Knollwood Investment Advisory’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Hold
2,200
0.04% 274
2025
Q1
$412K Hold
2,200
0.05% 273
2024
Q4
$439K Hold
2,200
0.05% 271
2024
Q3
$363K Hold
2,200
0.04% 300
2024
Q2
$290K Buy
+2,200
New +$290K 0.03% 313