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Mirabella Financial Services’s Paylocity PCTY Stock Holding History

Mirabella Financial Services’s Portfolio PCTY Stock Details PCTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$241K Sell
2,233
-35
-2% -$4.29K 0.02% 672
2025
Q4 		$346K Buy
+2,268
New +$337K 0.03% 401
2024
Q1 		– Sell
-2,973
Closed -$491K – 667
2023
Q4 		$491K Buy
+2,973
New +$501K 0.07% 212
2023
Q3 		– Sell
-1,722
Closed -$318K – 563
2023
Q2 		$318K Buy
+1,722
New +$315K 0.04% 355
2022
Q3 		– Sell
-1,840
Closed -$321K – 502
2022
Q2 		$321K Buy
+1,840
New +$335K 0.03% 313
2022
Q1 		– Sell
-1,113
Closed -$263K – 657
2021
Q4 		$263K Buy
+1,113
New +$295K 0.03% 311

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VPM
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VCM
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State Street
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Morgan Stanley
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return