Legacy Wealth Management (Idaho)’s Paylocity PCTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$182	Hold	1	–	–	﹤0.01%	708
2025 Q1	$188	Sell	1 -22	-96%	-$4.14K	﹤0.01%	765
2024 Q4	$4.74K	Buy	23 +5	+28%	+$1.03K	﹤0.01%	387
2024 Q3	$3.81K	Buy	+18	New	+$3.81K	﹤0.01%	412