MTWM
Masso Torrence Wealth Management’s Paylocity PCTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
1,563
+13
| +0.8% | +$2.36K | 0.13% | 85 |
|
|
2025
Q1 | $290K | Sell |
1,550
-15
| -1% | -$2.81K | 0.16% | 79 |
|
|
2024
Q4 | $312K | Buy |
1,565
+41
| +3% | +$8.18K | 0.16% | 70 |
|
|
2024
Q3 | $251K | Buy |
+1,524
| New | +$251K | 0.14% | 83 |
|
|
2024
Q2 | – | Sell |
-1,639
| Closed | -$282K | – | 97 |
|
|
2024
Q1 | $282K | Buy |
+1,639
| New | +$282K | 0.17% | 78 |
|
|
2022
Q1 | – | Sell |
-192
| Closed | -$45K | – | 272 |
|
|
2021
Q4 | $45K | Buy |
+192
| New | +$45K | 0.03% | 157 |
|