Summit Trail Advisors’s Paylocity PCTY Stock Holding History

Summit Trail Advisors’s Portfolio PCTY Stock Details PCTY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.27M	Buy
2025 Q2	$953K	Buy
2025 Q1	$890K	Buy
2024 Q4	$400K	Buy
2018 Q4	–	Sell
2018 Q3	$147K	Buy
2018 Q2	$95K	Buy
2018 Q1	–	Sell
2017 Q4	$71K	Buy