WhitTier Trust Company’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.5K Sell
152
-4
-3% -$725 ﹤0.01% 909
2025
Q1
$29.2K Buy
156
+3
+2% +$562 ﹤0.01% 890
2024
Q4
$30.5K Buy
153
+8
+6% +$1.6K ﹤0.01% 852
2024
Q3
$23.9K Sell
145
-2
-1% -$330 ﹤0.01% 907
2024
Q2
$19.4K Buy
147
+91
+163% +$12K ﹤0.01% 895
2024
Q1
$9.62K Buy
56
+2
+4% +$344 ﹤0.01% 956
2023
Q4
$8.9K Buy
54
+35
+184% +$5.77K ﹤0.01% 953
2023
Q3
$3.45K Sell
19
-1
-5% -$182 ﹤0.01% 1030
2023
Q2
$3.69K Buy
+20
New +$3.69K ﹤0.01% 1059