Allworth Financial’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
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|
2025
Q1 | $37.5K | Buy |
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|
2024
Q4 | $35.3K | Buy |
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|
2024
Q3 | $21.5K | Buy |
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|
2024
Q2 | $17.6K | Buy |
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|
2024
Q1 | $18.1K | Buy |
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|
2023
Q4 | $15.4K | Buy |
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|
2023
Q3 | $9.92K | Buy |
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|
2023
Q2 | $2.85K | Hold |
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|
2023
Q1 | $2.56K | Sell |
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|
2022
Q4 | $4.08K | Sell |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $13K | Buy |
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|
2022
Q1 | $0 | Buy |
|