Avior Wealth Management’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $538K | Sell |
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|
2024
Q3 | $561K | Sell |
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|
2024
Q2 | $564K | Sell |
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|
2024
Q1 | $793K | Buy |
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|
2023
Q4 | $606K | Buy |
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|
2023
Q3 | $408K | Buy |
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|
2023
Q2 | $397K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $219K | Hold |
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|
2018
Q2 | $193K | Hold |
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|
2018
Q1 | $161K | Sell |
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|
2017
Q4 | $151K | Buy |
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