Wealth Alliance’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
1,768
+169
| +11% | +$30.6K | 0.04% | 390 |
|
|
2025
Q1 | $299K | Buy |
1,599
+186
| +13% | +$34.8K | 0.04% | 392 |
|
|
2024
Q4 | $282K | Sell |
1,413
-53
| -4% | -$10.6K | 0.03% | 402 |
|
|
2024
Q3 | $242K | Buy |
+1,466
| New | +$242K | 0.03% | 457 |
|
|
2024
Q2 | – | Sell |
-1,394
| Closed | -$240K | – | 540 |
|
|
2024
Q1 | $240K | Buy |
1,394
+51
| +4% | +$8.77K | 0.03% | 451 |
|
|
2023
Q4 | $221K | Sell |
1,343
-14
| -1% | -$2.31K | 0.03% | 464 |
|
|
2023
Q3 | $247K | Buy |
1,357
+161
| +13% | +$29.3K | 0.04% | 411 |
|
|
2023
Q2 | $221K | Buy |
1,196
+97
| +9% | +$17.9K | 0.03% | 459 |
|
|
2023
Q1 | $218K | Buy |
1,099
+62
| +6% | +$12.3K | 0.04% | 455 |
|
|
2022
Q4 | $201K | Sell |
1,037
-121
| -10% | -$23.5K | 0.04% | 464 |
|
|
2022
Q3 | $280K | Buy |
+1,158
| New | +$280K | 0.06% | 337 |
|
|
2021
Q4 | – | Sell |
-848
| Closed | -$238K | – | 457 |
|
|
2021
Q3 | $238K | Buy |
+848
| New | +$238K | 0.05% | 369 |
|