Montag & Associates’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6K | Hold |
97
| – | – | ﹤0.01% | 687 |
|
|
2025
Q1 | $18.2K | Hold |
97
| – | – | ﹤0.01% | 729 |
|
|
2024
Q4 | $19.3K | Hold |
97
| – | – | ﹤0.01% | 713 |
|
|
2024
Q3 | $16K | Sell |
97
-14
| -13% | -$2.31K | ﹤0.01% | 754 |
|
|
2024
Q2 | $14.6K | Hold |
111
| – | – | ﹤0.01% | 739 |
|
|
2024
Q1 | $19.1K | Hold |
111
| – | – | ﹤0.01% | 699 |
|
|
2023
Q4 | $18.3K | Hold |
111
| – | – | ﹤0.01% | 699 |
|
|
2023
Q3 | $20.2K | Buy |
+111
| New | +$20.2K | ﹤0.01% | 672 |
|