Montag & Associates’s Paylocity PCTY Stock Holding History

Montag & Associates’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
2025 Q3	–	Sell
2025 Q2	$17.6K	Hold
2025 Q1	$18.2K	Hold
2024 Q4	$19.3K	Hold
2024 Q3	$16K	Sell
2024 Q2	$14.6K	Hold
2024 Q1	$19.1K	Hold
2023 Q4	$18.3K	Hold
2023 Q3	$20.2K	Buy