True Wealth Design’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3K | Sell |
112
-14
| -11% | -$2.54K | 0.01% | 378 |
|
|
2025
Q1 | $23.6K | Buy |
126
+125
| +12,500% | +$23.4K | 0.01% | 317 |
|
|
2024
Q4 | $200 | Hold |
1
| – | – | ﹤0.01% | 1222 |
|
|
2024
Q3 | $165 | Sell |
1
-1
| -50% | -$165 | ﹤0.01% | 1210 |
|
|
2024
Q2 | $264 | Hold |
2
| – | – | ﹤0.01% | 724 |
|
|
2024
Q1 | $344 | Buy |
2
+1
| +100% | +$172 | ﹤0.01% | 692 |
|
|
2023
Q4 | $165 | Hold |
1
| – | – | ﹤0.01% | 701 |
|
|
2023
Q3 | $182 | Hold |
1
| – | – | ﹤0.01% | 658 |
|
|
2023
Q2 | $185 | Hold |
1
| – | – | ﹤0.01% | 663 |
|
|
2023
Q1 | $199 | Hold |
1
| – | – | ﹤0.01% | 733 |
|
|
2022
Q4 | $194 | Buy |
+1
| New | +$194 | ﹤0.01% | 669 |
|