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Whipplewood Advisors’s Paylocity PCTY Stock Holding History

Whipplewood Advisors’s Portfolio PCTY Stock Details PCTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.63K Sell
9
-33
-79% -$5.98K ﹤0.01% 920
2025
Q1 		$1.5K Buy
42
+34
+425% +$1.21K ﹤0.01% 944
2024
Q4 		$1.6K Buy
+8
New +$1.6K ﹤0.01% 923