NewEdge Advisors’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24K | Buy |
132
+22
| +20% | +$4K | ﹤0.01% | 2886 |
|
|
2025
Q1 | $20.7K | Buy |
110
+20
| +22% | +$3.76K | ﹤0.01% | 2850 |
|
|
2024
Q4 | $18K | Hold |
90
| – | – | ﹤0.01% | 2837 |
|
|
2024
Q3 | $14.9K | Sell |
90
-135
| -60% | -$22.4K | ﹤0.01% | 2810 |
|
|
2024
Q2 | $29.7K | Sell |
225
-81
| -26% | -$10.7K | ﹤0.01% | 2510 |
|
|
2024
Q1 | $52.6K | Buy |
306
+19
| +7% | +$3.27K | ﹤0.01% | 2294 |
|
|
2023
Q4 | $47.4K | Buy |
287
+124
| +76% | +$20.5K | ﹤0.01% | 2252 |
|
|
2023
Q3 | $29.7K | Sell |
163
-170
| -51% | -$31K | ﹤0.01% | 2258 |
|
|
2023
Q2 | $61.5K | Sell |
333
-1,790
| -84% | -$331K | ﹤0.01% | 2023 |
|
|
2023
Q1 | $422K | Sell |
2,123
-535
| -20% | -$106K | 0.01% | 1178 |
|
|
2022
Q4 | $905 | Buy |
2,658
+24
| +0.9% | +$8 | ﹤0.01% | 3060 |
|
|
2022
Q3 | $636K | Buy |
+2,634
| New | +$636K | 0.01% | 847 |
|
|
2022
Q1 | – | Sell |
-1,557
| Closed | -$368K | – | 1485 |
|
|
2021
Q4 | $368K | Buy |
+1,557
| New | +$368K | 0.01% | 1218 |
|