Peterson Wealth Services’s Paylocity PCTY Stock Holding History

Peterson Wealth 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
2025 Q3	$622K	Sell
2025 Q2	$684K	Sell
2025 Q1	$708K	Sell
2024 Q4	$997K	Buy
2024 Q3	$782K	Buy
2024 Q2	$549K	Buy
2024 Q1	$622K	Buy