Annis Gardner Whiting Capital Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.83K | Buy |
28
+14
| +100% | +$2.41K | ﹤0.01% | 857 |
|
|
2025
Q1 | $2.17K | Hold |
14
| – | – | ﹤0.01% | 681 |
|
|
2024
Q4 | $2.58K | Hold |
14
| – | – | ﹤0.01% | 670 |
|
|
2024
Q3 | $2.53K | Sell |
14
-158
| -92% | -$28.6K | ﹤0.01% | 694 |
|
|
2024
Q2 | $31.2K | Hold |
172
| – | – | 0.01% | 481 |
|
|
2024
Q1 | $32.5K | Buy |
172
+158
| +1,129% | +$29.9K | 0.01% | 457 |
|
|
2023
Q4 | $2.45K | Hold |
14
| – | – | ﹤0.01% | 614 |
|
|
2023
Q3 | $1.98K | Buy |
+14
| New | +$1.98K | ﹤0.01% | 615 |
|