Peterson Wealth Services’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Sell |
3,774
-3
| -0.1% | -$544 | 0.19% | 82 |
|
|
2025
Q1 | $708K | Sell |
3,777
-1,222
| -24% | -$229K | 0.22% | 67 |
|
|
2024
Q4 | $997K | Buy |
4,999
+261
| +6% | +$52.1K | 0.3% | 67 |
|
|
2024
Q3 | $782K | Buy |
4,738
+572
| +14% | +$94.4K | 0.25% | 77 |
|
|
2024
Q2 | $549K | Buy |
4,166
+545
| +15% | +$71.9K | 0.19% | 85 |
|
|
2024
Q1 | $622K | Buy |
+3,621
| New | +$622K | 0.23% | 82 |
|