Venturi Wealth Management’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $276K | Sell |
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|
2025
Q1 | $316K | Buy |
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|
2024
Q4 | $288K | Buy |
|
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|
2024
Q3 | $89.7K | Buy |
|
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|
2024
Q2 | $49.4K | Buy |
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|
2024
Q1 | $28.5K | Buy |
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|
2023
Q4 | $11.2K | Hold |
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|
2023
Q3 | $12.4K | Hold |
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|
2023
Q2 | $12.5K | Hold |
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|
2023
Q1 | $13.5K | Buy |
|