Cassady Schiller Wealth Management, LLC PCTY Holdings History
Cassady Schiller Wealth Management, LLC's Paylocity Holding Corp Holding Summary
As of 2024-12-31, Cassady Schiller Wealth Management, LLC held 25,406.00 shares of Paylocity Holding Corp(PCTY), totaling $5.07 Mil. This investment constitutes 1.88% of their stock portfolio, and Cassady Schiller Wealth Management, LLC now holds 0.05% of the outstanding Paylocity Holding Corp(PCTY) stock.
The initial trade took place in 2024Q2. And since then Cassady Schiller Wealth Management, LLC has made 2 purchases of PCTY, at an average price of $154.81, for a total of 25,406.00 shares. Based on historical transaction data and PCTY's current price of $186.38, Cassady Schiller Wealth Management, LLC's estimated gain on his PCTY holdings is $802,099.24, reflecting a 20.39% gain to date.
Cassady Schiller Wealth Management, LLC PCTY ($186.38) Holding Chart
Cassady Schiller Wealth Management, LLC PCTY ($186.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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