Abound Wealth Management’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4
| Closed | -$620 | – | 1338 |
|
|
2025
Q1 | $620 | Sell |
4
-25
| -86% | -$3.88K | ﹤0.01% | 799 |
|
|
2024
Q4 | $5.33K | Hold |
29
| – | – | ﹤0.01% | 508 |
|
|
2024
Q3 | $5.24K | Sell |
29
-5
| -15% | -$903 | ﹤0.01% | 544 |
|
|
2024
Q2 | $6.18K | Buy |
34
+5
| +17% | +$908 | ﹤0.01% | 452 |
|
|
2024
Q1 | $5.48K | Hold |
29
| – | – | ﹤0.01% | 498 |
|
|
2023
Q4 | $5.07K | Buy |
29
+10
| +53% | +$1.75K | ﹤0.01% | 501 |
|
|
2023
Q3 | $2.69K | Buy |
19
+3
| +19% | +$425 | ﹤0.01% | 576 |
|
|
2023
Q2 | $2.28K | Hold |
16
| – | – | ﹤0.01% | 627 |
|
|
2023
Q1 | $2.05K | Hold |
16
| – | – | ﹤0.01% | 586 |
|
|
2022
Q4 | $1.92K | Sell |
16
-62
| -79% | -$7.44K | ﹤0.01% | 541 |
|
|
2022
Q3 | $8.16K | Buy |
+78
| New | +$8.16K | ﹤0.01% | 295 |
|